Invoicing And Receipts

How to create a new invoice on Tyms Book web application

Updated 7 months ago by Praise Arannilewa

Help Center Invoicing And Receipts How to create a new invoice on Tyms Book web application



An invoice is a financial document issued to a buyer containing details such as the quantities of goods or services purchased or patronized, the cost of purchase, the date, and in most cases, the payment terms. 

You can generate an invoice for an existing record and create one anew.

Here is a brief guide on how to create an invoice from scratch.

Steps in creating a new invoice on Tyms Book:

How to create an invoice from scratch in Tyms Book

  1. Begin by logging into your Tyms Book account https://mybook.tyms.africa/auth/login

  2. Navigate to the “Sales” page and select the “Invoice” section.

  3. Click on “Create invoice” and you will be redirected to the page to enter the details.

  4. Click on the “Add customer” button and a form will be opened up to you to add the information of the customer for the particular record.

  5. You MUST include the name of the customer name for easy identification and to add in subsequent records.

  6. Please enter the email address of the customer, as a means of contact.

  7. Enter the customer’s phone number as an additional means of communication. 

  8. Click on “Save” and the customer’s details will be saved to your invoice.

  9. Click on the “Add Item” button and a form will be opened up to you to add the details of the item purchased.

  10. You would be required to enter the "Item name", which is the name of the product sold or service rendered.

  11. It is essential to choose the “Currency” in which the item's price will be recorded. You can only select from the list of currencies that your business currently operates with.

  12. You MUST select the type of item you were offered by categorizing it into a physical (product) or intangible item (service).

  13. You can also enter the “Item Description” for detailed information about the product or service.

  14. You can also enter the unit which measures the product or service. Example: For 6 litres of diesel - litres would be the unit.

  15. You can enter the number of items you bought or services you were offered as "Quantity".

  16. You can also enter the “Cost price” which is the price you bought one unit of that particular product or service.

  17. You can also enter the “Sales price” which is the price for which you sell that particular product or service.

  18.  Click on “Save” and the details of the item will be saved to your receipt.

  19. Open the section for “Payment details” by clicking on "+".

  20. You would be asked to choose the “Currency” for this invoice. This MUST be the same as the item currency.

  21. You can also enter a “Percentage Discount” if the cost of the item was sold at a lower price for any reason over a particular period of time.

  22. You could also enter the “Percentage Tax” for the particular record. I.e 7.5 for 7.5 percent.

  23. It’s optional to add a “Shipping fee” if there’s a cost of delivering the product.

  24. You can also enter the “Amount deposited” by the customer out of the total cost of the products or services.

  25. Open up the section for “Invoice details” by clicking on +. Invoice date, due date, category, invoice number, and payment terms.

  26. You would be asked to select the date of the invoice.

  27. You MUST select the due date for the balance of the payment to be made.

  28. You can also select the category for this invoice according to what you have available in your chart of accounts or enter it manually. This will help with proper categorization in the financial reports.

  29. You can enter a number for this invoice.

  30. You can also enter the “Invoice or payment terms” as agreed with the customer during the transaction as a means of reference.

  31. You can also leave a personal note or comment for any additional information you would like to add to the invoice.

  32. You can also open up the “Attach document” section to attach supporting documents.

  33. Click on “Add evidence file” as proof of the transaction.

  34. Click on “Browse”, select the document you want, and click on “Save” to upload.

  35. You can also enter a caption as a message to identify or explain what the evidence document is all about.

Click on “Save” and you will be redirected to your invoice details page with an option to download or customize the invoice.

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Tyms accounting and finance automation software is suitable for any industry irrespective of your mode of financial operation.