To assist you with demonstrating the system to potential new clients, we have provided you with a facility to generate demo invoices.
Accessing the demo invoice generation option
1. Navigate to the iCompleat homepage.
2. In the top ribbon, click the PDF icon.
3. From the demo invoice generation screen, you can see that we have pre-populated it with a list of suppliers.
These suppliers are for demo purposes only, for example, if I select Techodrive Computers, the system will generate an invoice from this demo supplier which you can then edit, or download as it is.
Generate invoices
To generate a demo invoice, follow the steps below.
1. Select a supplier from the supplier drop-down menu.
2. The invoice appears in the left-hand panel.
3. (Optional) Edit the invoice number by typing in the box.
4. (Optional) Edit the date by selecting a date from the date picker.
5. To send the invoice straight to the 'Unprocessed' tray, click or tap 'Process now'.
6. If you would prefer to manually send the invoice in via email, click or tap 'Download PDF'.
7. Once downloaded, the PDF will be available at the bottom of your browser.