Indlela yokwenza i-invoyisi

Siyakwamukela kulesi sihloko sobuchwepheshe sendlela yokwenza i-invoyisi. Emhlabeni ibhizinisi, ukukhishwa kwama-invoyisi sekuyinqubo eyisisekelo yokuqinisekisa ukuqoshwa nokuqapha okulungile kokuthengiselana kwezentengiso. Ngalo mqondo, ukuba nenqubo ephumelelayo yokwenza lawa ma-invoyisi kubalulekile ekusebenzeni kahle kwanoma yiliphi ibhizinisi. Kulesi sihloko, sizohlola ngokuningiliziwe futhi ngokunembile izinyathelo ezidingekayo ukudala i-invoyisi, kanye nezinto ezibalulekile okufanele zifakwe. Uma ufuna isiqondiso esisebenzayo sokuthi uwenza kanjani ama-invoyisi ngendlela efanele, lesi sihloko ngeyakho! Qhubeka ufunda ukuze uthole ukuthi ulenza kanjani i-invoyisi ngempumelelo futhi ngaphandle kwezinkinga.

1. Isingeniso sokulungiswa kwe-invoyisi ngokuningiliziwe

Ukulungisa i-invoyisi kuwumsebenzi obalulekile kunoma yiliphi ibhizinisi noma inkampani. Le dokhumenti, eyaziwa nangokuthi i-invoyisi, imele irekhodi elisemthethweni lebhizinisi phakathi komthengisi nomthengi. Kulokhu okuthunyelwe sizonikeza umhlahlandlela onemininingwane wokuthi ungayilungisa kanjani i-invoyisi Igxathu emvakwe gxathu, kucatshangelwa yonke imininingwane edingekayo ukuze kuqinisekiswe ukulungiswa kwayo okulungile nokuhambisana nezidingo zomthetho.

Ukuze ulungiselele i-invoyisi ngokuningiliziwe, kubalulekile ukucabangela izici ezithile ezibalulekile. Okokuqala, kubalulekile ukufaka ulwazi oluyisisekelo lwabathintekayo, njengegama nekheli lomthengisi nomthengi. Ukwengeza, imininingwane yokwenziwayo kufanele icaciswe, njengedethi yokukhishwa kwe-invoyisi, inombolo ye-invoyisi, incazelo yemikhiqizo noma amasevisi athengisiwe, intengo yeyunithi kanye nenani.

Kunamathuluzi ahlukahlukene kanye nesoftware etholakalayo ukusiza ukulungiswa kwe-invoyisi. Kusukela ezinhlelweni zama-invoyisi nezokubalwa kwezimali kuya kuzifanekiso zama-invoyisi aku-inthanethi, lawa mathuluzi angakwazi ukuhlela inqubo futhi aqinisekise ukunemba ekukhiqizeni amadokhumenti okukhokha. Ukwengeza, izifundo eziningi nezibonelo zingatholakala ku-inthanethi ezinikeza isiqondiso esengeziwe namathiphu awusizo wokulungiselela i-invoyisi ngokuningiliziwe.

2. Izingxenye ezibalulekile ze-invoyisi

Ziyizici ezibalulekile okufanele zifakwe kunoma iyiphi i-invoyisi ukuze isebenze futhi yamukelwe ngokusemthethweni. Lezi zingxenye ziqinisekisa ukuthi bobabili umthengisi nomthengi banolwazi oludingekayo ukuze baqedele umsebenzi futhi bahlangabezane nezibopho zabo ezingokomthetho.

1. Ulwazi lomdayisi: I-invoyisi kufanele ifake ulwazi oluphelele lomthengisi, njengegama noma igama lenkampani, ikheli, inombolo kamazisi yentela kanye nolwazi lokuxhumana. Lolu lwazi lubalulekile ukuze kuhlonzwe okhipha i-invoyisi futhi kube lula noma yikuphi ukuxhumana okulandelayo okuhlobene nomsebenzi.

2. Ulwazi lomthengi: Ngokufanayo, i-invoyisi kufanele futhi iqukathe idatha yomthengi, njengegama lakhe noma igama lenkampani, ikheli, nenombolo yesibonakaliso yentela. Lokhu kuvumela umamukeli we-invoyisi ukuthi akhonjwe kanye nobudlelwano obucacile obusungulwe phakathi kwezinhlangothi zombili ezibandakanyekayo kumsebenzi.

3. Imininingwane yokwenziwe: I-invoyisi ngayinye kufanele ifake imininingwane enemininingwane mayelana nomsebenzi, njengedethi yokukhishwa, inombolo ye-invoyisi ehlukile, incazelo yemikhiqizo noma amasevisi anikeziwe, inani, iyunithi kanye nezintengo eziphelele. Le mininingwane ibalulekile ekutholeni uhlobo lomsebenzi, izimpahla noma amasevisi anikeziwe, kanye nenani lazo lemali elithile.

Kubalulekile ukuqaphela ukuthi Ukushoda kwanoma iyiphi yalezi zingxenye kungenza i-invoyisi ingasebenzi futhi kubangele izinkinga zomthetho. Ngalesi sizathu, kubalulekile ukuqinisekisa ukuthi ufaka lonke ulwazi oludingekayo lapho ukhipha i-invoyisi. Ukusebenzisa isofthiwe ethembekile yama-invoyisi nokulandela imithetho yentela yamanje kungaba amathuluzi awusizo wokuqinisekisa ukukhishwa okuyikho kwama-invoyisi asemthethweni nasemthethweni.

3. Izinyathelo ezidingekayo zokukhiqiza i-invoyisi ngendlela efanele

Ukukhiqiza i-invoyisi ngendlela efanele, kubalulekile ukulandela uchungechunge lwezinyathelo ezibalulekile ezizoqinisekisa ukuthi inqubo iyenziwa ngempumelelo futhi unembile. Ngezansi izinyathelo ezidingekayo zokukhiqiza i-invoyisi:

1. Qoqa lonke ulwazi oludingekayo: Ngaphambi kokuqala ukwenza i-invoyisi, kubalulekile ukuqoqa yonke imininingwane efanele edingekayo ukuze ubhale phansi umsebenzi. Lokhu kuhlanganisa idatha efana namagama namakheli omthengisi nomthengi, imikhiqizo noma amasevisi athengisiwe, amadethi okwenziwayo nanoma yiziphi ezinye izici okufanele zifakwe ku-invoyisi.

2. Sebenzisa isofthiwe yama-invoyisi: Kunamathuluzi amaningi nesofthiwe eklanyelwe ngokuqondile ukwenza ama-invoyisi ngokushesha nakalula. Ngokusebenzisa olunye lwalezi zinhlelo, uqinisekisa ukuthi i-invoyisi ihlangabezana nazo zonke izimfuneko ezingokomthetho futhi iqukethe ulwazi oludingekayo ngokufanele. Lezi zinhlelo zokusebenza ngokuvamile zinikeza izifanekiso ezenza ngokwezifiso ezenza inqubo yokukhiqiza i-invoyisi ibe lula nakakhulu.

3. Buyekeza futhi uqinisekise ulwazi: Ngaphambi kokuthumela i-invoyisi kumamukeli, kubalulekile ukuthi ubuyekeze ngokucophelela ukuthi yonke imininingwane ilungile futhi iphelele. Lokhu kuhlanganisa ukuhlola izibalo, ukwenza isiqiniseko sokuthi awekho amaphutha okubhala, ukuqinisekisa ukuthi amagama namakheli anembile, kanye nokuhlola ukuthi akukho lutho olubalulekile olushiyiwe. Ukwenza lokhu kuqinisekisa kuqinisekisa ngokuqinile ukunemba kwe-invoyisi futhi kugwema izinkinga ezizayo noma ukubambezeleka.

4. Idizayini kanye nesakhiwo se-invoyisi esebenza kahle

Idizayini nokwakheka kwe-invoyisi esebenza kahle kuyizici ezibalulekile zokuqinisekisa inqubo yokukhokha eshesha futhi enembile. Ngezansi kukhona ukucatshangelwa okungakusiza ukufeza lokhu:

1. Ukuhlonza okucacile nokufushane: Kubalulekile ukuthi i-invoyisi iqukethe ulwazi olunembile mayelana nomkhiphi nomamukeli we-invoyisi. Lokhu kuhlanganisa amagama, amakheli, izinombolo zesibonakaliso sentela kanye nanoma iyiphi enye idatha ehlobene nokukhokhiswa. Ukwengeza, kuyanconywa ukuthi ufake inombolo ye-invoyisi eyingqayizivele futhi ebonakala kalula.

2. Incazelo enemininingwane yemikhiqizo noma amasevisi: Umugqa ngamunye we-invoyisi kufanele uqukathe incazelo ecacile nefingqiwe yemikhiqizo noma amasevisi ama-invoyisi. Lokhu kuzosiza umamukeli aqonde ngokushesha ukuthi yini akhokhiswa yona futhi agweme ukudideka okungaba khona noma izingxabano. Ukwengeza, kubalulekile ukufaka inani nentengo yeyunithi yomkhiqizo noma isevisi ngayinye.

3. Izibalo ezinembile nezinemininingwane: I-invoyisi esebenza kahle kufanele inikeze incazelo enemininingwane yazo zonke izibalo ezihilelekile ekukhokheni. Lokhu kufaka inani leyunithi, inani, noma yiziphi izaphulelo ezisetshenzisiwe, izintela kanye nenani eliphelele elikhokhwayo. Kubalulekile ukwenza lezi zibalo ngokunembile futhi uqinisekise ukuthi ziqondwa kalula ngumamukeli we-invoyisi.

Lapho uklama futhi uhlela i-invoyisi esebenza kahle, kubalulekile ukugcina lawa maphuzu abalulekile engqondweni. I-invoyisi ecacile, emfushane futhi kulula ukuyiqonda ngeke igcine ngokuphatha inqubo yokukhokha, kodwa futhi izosiza ekugcineni ubudlelwano bomsebenzi nobusobala namakhasimende. Khumbula ukuthi kukhona amathuluzi athile nesofthiwe etholakalayo ukukusiza ukuthi udale ama-invoyisi ekhwalithi ephezulu nasebenza kahle.

5. Ukucatshangelwa kwezomthetho nokulawula lapho wenza i-invoyisi

Lapho udala i-invoyisi, kubalulekile ukucabangela ukucatshangelwa kwezomthetho nokulawula okusebenzayo ekukhishweni kwama-invoyisi. Esinye sezici ezibaluleke kakhulu ukuqinisekisa ukuthi uthobela izimfuneko zentela nezomthetho ezisungulwe iziphathimandla. Lokhu kuhilela ukufaka phakathi ulwazi olulungile noluphelele ku-invoyisi, njengegama nenombolo kamazisi yentela yokhiphayo nomamukeli, incazelo enemininingwane yezimpahla noma amasevisi anikeziwe, kanye nenani eliphelele okufanele likhokhwe.

Okunye okucatshangelwayo okubalulekile yifomethi nokuklanywa kwe-invoyisi. Ngokuya ngezwe kanye nemithethonqubo yamanje, amazinga athile okwethulwa angase adingeke. Ngokuvamile kuyanconywa ukufaka ilogo yenkampani ekhiphayo nolwazi lokuxhumana ku-invoyisi, kanye nenombolo ye-invoyisi eyingqayizivele nelandelanayo ukuze kube lula ukuhlonza nokulawula.

Kubalulekile futhi ukunaka izinsuku eziwumnqamulajuqu nezibopho ezisungulwe iziphathimandla zentela mayelana nokukhishwa nokulethwa kwama-invoyisi. Kubalulekile ukwazi izikhathi eziphezulu ezivunyelwe ukukhipha i-invoyisi ngemva komsebenzi wezentengiselwano, kanye nezimfuneko zokugcinwa nokugcinwa kwama-invoyisi. Ukuze kube lula ukuphathwa kwenkokhelo, kunamathuluzi akhethekile nesofthiwe esiza ukukhiqiza nokuphatha ama-invoyisi ngendlela efanele, ukwenza ngokuzenzakalela izinqubo eziningi nokugwema amaphutha nokweqiwa okungaholela ekujezisweni noma ezinkingeni zezomthetho.

6. Amathuluzi anconyiwe nesofthiwe yokudala i-invoyisi

Lapha sethula uhlu lwa:

1. I-Microsoft Excel: Enye yezinketho ezidume kakhulu zokudala ama-invoyisi ukusebenzisa i-spreadsheet se-Microsoft Excel. Ungasebenzisa izifanekiso ezichazwe ngaphambilini noma udale idizayini yakho yangokwezifiso. I-Excel inikeza imisebenzi namafomula akuvumela ukuthi wenze izibalo ezizenzakalelayo, njengezibalo nezaphulelo, okwenza kube lula ukwenza ama-invoyisi anembile.

2. Isoftware Yokukhokhiswa Ku-inthanethi: Kunezinhlelo eziningi zama-invoyisi aku-inthanethi ezinikeza izixazululo eziphelele zokudala ama-invoyisi. Lawa ma-softwares ngokuvamile anezifanekiso ezingochwepheshe, enziwa ngezifiso kanye nezici ezithuthukile njengokuphathwa kwamakhasimende nokubika. Ezinye izinketho ezidumile zifaka i-Xero, i-QuickBooks, ne-Zoho Invoice.

3. Ama-invoyisi Generator: Uma ufuna isixazululo esisheshayo nesilula, ungasebenzisa amajeneretha ama-invoyisi aku-inthanethi. Lawa mathuluzi akuvumela ukuthi ufake idatha edingekayo, efana nolwazi lwekhasimende kanye nemininingwane yomkhiqizo noma yesevisi, futhi ukhiqize ngokuzenzakalelayo i-invoyisi eklanywe ngobungcweti. Ezinye izinketho ezidumile zifaka i-Invoice Ninja, i-Wave, kanye ne-Free Invoice Creator.

Khumbula ukuthi kubalulekile ukukhetha ithuluzi elifanelana nezidingo zakho kanye nezintandokazi zakho. Thatha isikhathi sokuhlola izinketho ezitholakalayo futhi uqiniseke ukuthi ukhetha leyo enikeza ukusebenza nokuklama okufunayo. Ngalawa mathuluzi, ukwenza ama-invoyisi kuzoshesha futhi kusebenze kahle kakhulu kunangaphambili!

7. Uyenza kanjani i-invoyisi ye-elekthronikhi nokwenza lula ukuthunyelwa kwayo

Esikhathini sedijithali, ama-invoyisi e-elekthronikhi asephenduke ithuluzi elibalulekile endaweni yebhizinisi. Ukukhishwa nokuthunyelwa kwalolu hlobo lwamadokhumenti ngempumelelo ingagcina isikhathi futhi inciphise izindleko. Ngezansi, sethula izinyathelo ezibalulekile zokwenza i-invoyisi ye-elekthronikhi futhi yenze kube lula ukuthunyelwa kwayo.

1. Sebenzisa isofthiwe ekhethekile: Enye yezindlela ezinhle kakhulu zokwenza i-invoyisi ye-elekthronikhi ukusebenzisa isofthiwe ekhethekile. Kunamathuluzi amaningi aku-inthanethi akuvumela ukuthi udale ama-invoyisi ochwepheshe kalula. Lezi zinhlelo zokusebenza ngokuvamile zinezifanekiso ezichazwe ngaphambilini, ngakho-ke asikho isidingo sokuqalisa zoqala phansi. Ngaphezu kwalokho, banikeza inketho yokwenza ngokwezifiso umklamo futhi wengeze ilogo yakho yenkampani. Lokhu kuqinisekisa ukuthi ama-invoyisi akho abukeka ephrofeshinali futhi ehambisana nobunikazi obubonakalayo benkampani yakho..

2. Kufaka phakathi ulwazi oludingekayo: I-invoyisi ye-elekthronikhi kufanele iqukathe ulwazi olucacile nolunembayo. Qiniseka ukuthi ufaka imininingwane yenkampani yakho njengegama, ikheli, inombolo yocingo kanye ne-imeyili yokuxhumana. Kubalulekile futhi ukuthi uveze imininingwane yekhasimende, njengegama lalo, ikheli kanye nenombolo kamazisi yentela. Futhi, ungakhohlwa ukufaka inombolo ye-invoyisi, idethi yokukhishwa, incazelo enemininingwane yemikhiqizo noma amasevisi, iyunithi nezintengo eziphelele, izintela nanoma yiluphi ulwazi olwengeziwe oluhlobene.

3. Thumela i-invoyisi nge-imeyili: Uma usuyidalile i-invoyisi ye-elekthronikhi, kubalulekile ukuyithumela ngempumelelo kuklayenti lakho. Indlela engcono kakhulu yokwenza lokhu ukusebenzisa i-imeyili.. Qiniseka ukuthi ubhala umlayezo ocacile futhi omfushane obonisa ukuthi unamathisela i-invoyisi. Ngaphezu kwalokho, kuhle ukuthumela idokhumenti ku Ifomethi ye-PDF ukuqinisekisa ukuthi ibonakala ngendlela efanele kunoma iyiphi idivayisi. Ngaphambi kokuyithumela, qinisekisa ukuthi yonke imininingwane ilungile nokuthi ifayela elinamathiselwe alinawo amaphutha.

8. Amasu okuqinisekisa ukugadwa okulungile nokuqoqwa kwama-invoyisi

Ukulandela umkhondo nokuqoqwa kwama-invoyisi kubalulekile ekugcineni ukugeleza kwemali njalo nokuqinisekisa ukusebenza kahle kwezimali kwenkampani. Ngezansi amanye amasu abalulekile angasetshenziswa ukuze kuqinisekiswe ukuthi le nqubo yenziwa ngempumelelo:

1. Misa izinqubomgomo zokukhokha ezicacile: Kubalulekile ukusungula izinqubomgomo zokukhokha ezicacile futhi uzidlulisele kuwo wonke amaklayenti kusukela ekuqaleni. Lokhu kuhlanganisa ukucacisa imigomo yokukhokha, izindlela ezamukelekayo, kanye nezinhlawulo ezingaba khona zezinkokhelo ezifike sekwephuzile noma ezigejiwe. Uma izinqubomgomo sezicacile, kubalulekile ukuzilandela ngokungaguquguquki.
2. Yenza ngokuzenzakalelayo inqubo yokukhokha: Ukusebenzisa amathuluzi esofthiwe akhethekile kungenza inqubo yokukhokha ibe lula futhi isheshe. Lawa mathuluzi akuvumela ukuthi ukhiqize ngokuzenzakalelayo ama-invoyisi, uthumele izikhumbuzi zokukhokha, ulandelele izinkokhelo ezenziwe, futhi ukhiqize imibiko yokukhokha. indlela ephumelelayo. Bangasiza futhi ukunciphisa amaphutha futhi baqondise izinqubo zokubala.
3. Landela ngokucophelela izinkokhelo: Kubalulekile ukugcina irekhodi elinemininingwane yezinkokhelo ze-invoyisi ngayinye. Lokhu kuhilela ukuqapha njalo izinkokhelo ezenziwayo kanye nokuthumela izikhumbuzi kumakhasimende angakafinyeleli umnqamulajuqu wokukhokha okuvunyelwene ngawo. Ukuxhumana okuqhubekayo nokuqhubekayo namakhasimende kusiza ukuqinisekisa ukuqoqwa kwama-invoyisi ngempumelelo.

Ukusebenzisa lawa maqhinga kungaqinisekisa ukulandelwa okusebenzayo nokuqoqwa kwama-invoyisi, okuzosiza ukugcina ukugeleza kwemali okunempilo enkampanini. Ngaphezu kwalokho, ukusetshenziswa kwamathuluzi afanele ezobuchwepheshe kungasheshisa yonke inqubo futhi kunciphise amaphutha angenzeka. Khumbula ukuthi ukungaguquguquki nokuxhumana okuqhubekayo namakhasimende kubalulekile ukuze kuqinisekiswe ukuthobela izinqubomgomo zokukhokha ezimisiwe.

9. Amathiphu okugwema amaphutha avamile lapho ulungiselela i-invoyisi

Inqubo yokulungisa i-invoyisi ingaba yinkimbinkimbi futhi ijwayele ukuba namaphutha. Nawa amanye amathiphu okugwema amaphutha avame kakhulu futhi uqinisekise ukuthi i-invoyisi yakho ilungile futhi iphelele.

1. Qinisekisa imininingwane: Ngaphambi kokuthumela i-invoyisi eklayentini lakho, qiniseka ukuthi ubuyekeza ngokucophelela yonke imininingwane. Qinisekisa ukuthi imininingwane yekhasimende lakho neyebhizinisi ilungile, okuhlanganisa amagama, amakheli nezinombolo zokuxhumana. Ngokufanayo, qiniseka ukuthi imikhiqizo noma amasevisi afakwe kwi-invoyisi anemininingwane efanele, okuhlanganisa namanani, amanani amayunithi namathothali.

2. Sebenzisa isofthiwe yama-invoyisi: Ukusebenzisa isofthiwe ekhethekile ukulungisa ama-invoyisi kungenza inqubo ibe lula futhi kunciphise amathuba okuba namaphutha. Lezi zinhlelo ngokuvamile zinezifanekiso ezichazwe ngaphambilini ezihlanganisa zonke izinkambu ezidingekayo, okwenza kube lula ukufaka idatha nokuqinisekisa ukuthi ulwazi olubalulekile alushiywa. Ngaphezu kwalokho, ezinye izinhlelo zikuvumela ukuthi ukhiqize ama-invoyisi ngokuzenzakalelayo kusuka ezicashuniwe noma kuma-oda, ukongela isikhathi futhi unciphise amaphutha abantu.

3. Gcina irekhodi: Kubalulekile ukugcina irekhodi elihlelekile lawo wonke ama-invoyisi akhishiwe. Sebenzisa isistimu yezinombolo ezilandelanayo ukuze uhlonze i-invoyisi ngayinye futhi ugcine amakhophi aphathekayo noma edijithali awo wonke. Lokhu kuzokuvumela ukuba ube nokulawula okunembile kweholo lakho kanye nezindleko, kanye nokwenza kube lula ukuxazulula noma yikuphi ukungezwani noma amaphutha esikhathini esizayo. Futhi khumbula ukugcina umkhondo wezinkokhelo ezitholiwe nezizotholwa, ukuze ulawule kangcono ukuhamba kwakho kwemali.

Ukulandela lawa macebiso, uzokwazi ukugwema amaphutha avamile lapho ulungiselela i-invoyisi futhi uqinisekise ukukhokhiswa okufanele kwemikhiqizo noma amasevisi akho. Khumbula ukuthi ukunemba nokunaka imininingwane kuyisihluthulelo sokugcina ubudlelwano obuhle namakhasimende akho nokugwema izinkinga zezezimali zesikhathi eside.

10. Ungawaphatha kanjani kahle futhi uwagcine kungobo yomlando ama-invoyisi akhiqiziwe

Ukuze uphathe kahle futhi ufake kungobo yomlando ama-invoyisi akhiqiziwe, kubalulekile ukulandela izinyathelo ezithile ezibalulekile ezizoqinisekisa ukuhlela kahle futhi ugweme noma yikuphi ukulahlekelwa noma ukudideka ngokuzayo.

Okokuqala, kuhle ukusebenzisa uhlelo lokuphatha ama-invoyisi noma isofthiwe ekhethekile. Lawa mathuluzi azenzakalelayo avumela ukukhiqizwa, ukuthumela nokugcinwa kwama-invoyisi ngendlela elula nevikelekile. Ezinye izibonelo Ezidumile ngama-QuickBooks, i-Zoho Invoice kanye nama-FreshBooks. Lezi zinhlelo futhi zenza kube lula ukulandelela isimo sama-invoyisi, okubalulekile ekulawuleni okunembile.

Uma ama-invoyisi esekhiqiziwe, kubalulekile ukulebula ngendlela efanele ukuze ahlukaniswe kalula futhi alandwe. Ukuchaza isistimu yokuqamba engaguquki nehlelekile kungasindisa isikhathi esiningi ngokuzayo. Ngaphezu kwalokho, kuyatuswa ukonga izipele ukuxhumana okungokoqobo nokudijithali ngezikhathi ezithile, kumaseva avikelekile noma kumadivayisi angaphandle. Lokhu kuzonikeza isendlalelo esengeziwe sokuvikela kunoma yikuphi ukulahleka kwedatha.

11. Ukubaluleka kokufakwa kwezinombolo nokulandelana kwama-invoyisi

Uma kuziwa kuma-invoyisi, ukufaka izinombolo nokulandelana kuyizici ezibalulekile. Ukuba nesistimu yezinombolo ezanele kanye nokulandelana kwama-invoyisi kubalulekile ukuze kugcinwe irekhodi elilungile nelihlelekile lemisebenzi yezentengiselwano. Ngaphandle kwezinombolo ezifanele, ama-invoyisi okuhlela nokulandelela angase abe nesiphithiphithi, okubangele ukudideka nokulahlekelwa kwezimali okungaba khona.

Esinye sezizathu zokuthi kungani izinombolo nokulandelana kubaluleke kangaka kuma-invoyisi ingoba avumela ukukhonjwa okulula nokubhekisela kokwenziwe. Ngokunikeza inombolo ehlukile ku-invoyisi ngayinye, ungakwazi ukuyehlukanisa ngokushesha nangokunembile kwezinye izinkokhelo. Lokhu kwenza kube lula ukulandelela izinkokhelo, amadethi omnqamulajuqu, nezivumelwano ezithile zebhizinisi ezihlobene ne-invoyisi ngayinye.

Ukwengeza, izinombolo ezifanele nokulandelana kwama-invoyisi nakho kunikeza umbono ocacile wesimo sezimali senkampani. Ukwazi ukuhlonza ngokushesha inani lama-invoyisi akhishiwe futhi atholiwe, kanye nokulandelana kwawo kwezikhathi, kusiza ukuba nokulawula okunembile kwemali engenayo nezindleko. Lokhu kubaluleke kakhulu lapho kwenziwa ukuhlaziya kwezimali, ukugcwalisa imibiko yokubalwa kwezimali, nokugcina amarekhodi aphelele emisebenzi yebhizinisi.

12. Ungalufaka kanjani ulwazi oluyisihluthulelo ku-invoyisi yokuphatha ngendlela efanele

I-invoyisi ephethwe kahle ibalulekile ebhizinisini eliphumelelayo. Ukufaka lonke ulwazi olubalulekile ku-invoyisi ehlelwe kahle kubalulekile ukuze kube lula izinqubo zokubalwa kwezimali kanye nokuphathwa kwezimali. Nawa amanye amathiphu nemihlahlandlela yokufaka ulwazi ngendlela efanele:

1. Sula ukuhlonza: Qiniseka ukuthi i-invoyisi yakho iqukethe ukuhlonza okucacile, njengenombolo ye-invoyisi ehlukile kanye nedethi yokukhishwa eboniswe ngokucacile. Lokhu kuzosiza ukugwema ukudideka futhi kulandele izinkokhelo ngempumelelo kakhudlwana.
2. Imininingwane yekhasimende: Faka imininingwane ephelele yekhasimende, njengegama lakho noma igama lebhizinisi, ikheli lokukhokha, nenombolo kamazisi yentela. Lokhu kubalulekile ukuze ugweme izinkinga zokukhokha kanye nokuthobela imithetho yentela yamanje.
3. Incazelo enemininingwane yemikhiqizo noma amasevisi: Inikeza incazelo ecacile nefingqiwe yemikhiqizo noma amasevisi lapho i-invoyisi ikhishelwa khona. Lokhu kuzosiza ikhasimende lakho ukubona ngokushesha okwenziwayo futhi ligweme ukungaqondi okungaba khona. Kufaka phakathi inani, inani leyunithi kanye nenani eliphelele lento ngayinye.

13. Ukwenza kube ngokwakho kanye nokufaka uphawu kuma-invoyisi: okhiye besithombe sochwepheshe

Ukwenza kube ngokwakho kanye nokufaka uphawu kuma-invoyisi kuyizici ezibalulekile zokukhiqiza isithombe esiphrofeshinali futhi usungule ubunikazi bomkhiqizo wakho. Le mibhalo imele ithuba elibalulekile lokuqinisa umbono wekhwalithi nokuthembeka phakathi kwamakhasimende akho. Ngezansi, sethula okhiye abathile ukuze sikufinyelele ngempumelelo nangempumelelo:

1. Idizayini ehambisanayo: kubalulekile ukuthi ama-invoyisi akho alandele ukwakheka nedizayini ehambisana nobunikazi obubonakalayo bomkhiqizo wakho. Sebenzisa imibala, amafonti namalogo ahlobene nesithombe sakho senkampani, ukuze amakhasimende akho akwazi ukukubona kalula.

2. Ulwazi oluphelele noluhlelekile: qiniseka ukuthi ufaka yonke imininingwane edingekayo kuma-invoyisi akho, njengegama nekheli lenkampani yakho, inombolo ye-invoyisi, usuku lokukhishwa, incazelo enemininingwane yemikhiqizo noma amasevisi, kanye nenani. ukukhokhelwa. Hlela ulwazi ngendlela ecacile nefundekayo, usebenzisa izigaba, izihloko, namaphuzu avelele ukuze kube lula ukufunda.

3. Umlayezo oqondene nawe: Engeza umlayezo womuntu siqu kuma-invoyisi akho ukuze uthole ukuxhumana okuseduze namakhasimende akho. Ungababonga ngokuthenga kwabo, ubakhumbuze ngephromoshini noma ubameme ukuthi baxhumane nawe uma kunokungabaza noma imibuzo. Lokhu kwenza kube ngokwakho kuzosiza ukukhiqiza isibopho esiqinile futhi kukhuthaze ukwethembeka kwamakhasimende akho.

14. Ukukhokha ngogesi vs. I-invoyisi yendabuko: izinzuzo kanye nokubi

I-invoyisi ye-elekthronikhi kanye ne-invoyisi yendabuko izindlela ezimbili zokukhipha ama-invoyisi asetshenziswa endaweni yebhizinisi. Ngamunye unokwakhe izinzuzo kanye nokungalungi okubalulekile ukukukhumbula lapho unquma ukuthi iyiphi ozoyisebenzisa. Ngezansi, sizobalula umehluko obaluleke kakhulu phakathi kwazo zombili izindlela.

I-invoyisi ye-elekthronikhi inikeza izinzuzo eziningi ezibalulekile. Okokuqala, kunciphisa kakhulu izindleko zokuphrinta nokuthumela ama-invoyisi aphathekayo, okungasho ukonga okukhulu kwezinkampani. Ukwengeza, ama-invoyisi e-elekthronikhi asheshisa inqubo yokukhipha nokwamukela ama-invoyisi, njengoba yenziwa ngokushesha futhi ingathunyelwa nge-imeyili. Lokhu kunciphisa izikhathi zokulinda futhi kusiza ukuphathwa kokuphatha.

Ngakolunye uhlangothi, i-invoyisi yendabuko nayo inezinzuzo ezithile. Enye yezinto eziyinhloko ukujwayela kwayo, njengoba izinkampani eziningi namakhasimende asetshenziselwa le ndlela yokukhokha. Ukwengeza, ezinye izinkampani zingase zibhekane nezithiyo zobuchwepheshe ezenza kube nzima ukusebenzisa ama-invoyisi e-e. I-invoyisi evamile iphinde inikeze ukwesekwa okuphathekayo nokuphathekayo komsebenzi, okungaba usizo kwezinye izimo.

Sengiphetha, kokubili ama-invoyisi e-elekthronikhi kanye ne-invoyisi evamile kunezinzuzo kanye nokubi zako. Ukukhetha phakathi kwazo zombili izindlela kuncike ezidingweni nasekukhethweni kwenkampani ngayinye. Nakuba ama-invoyisi e-elekthronikhi anikezela ukonga izindleko kanye nokuba bukhali kwenqubo, i-invoyisi evamile inganikeza ukujwayela nokusekelwa ngokomzimba. Kubalulekile ukuhlola ngokucophelela inketho ngayinye ngaphambi kokwenza isinqumo.

Sengiphetha, ukwenza i-invoyisi kungase kubonakale kuwumsebenzi onzima, kodwa ngamathuluzi afanele nolwazi, kuyinqubo noma ubani angakwazi ukuyilawula. Masikhumbule ukuthi i-invoyisi iyidokhumenti ebalulekile yokubhaliswa nokulawulwa kwemisebenzi yezentengiselwano, ngakho ukulungiswa kwayo okulungile kubalulekile ukuze kugcinwe irekhodi elihlelekile nelinembile lemisebenzi yethu yezomnotho.

Ngokulandela izinyathelo ezishiwo ngenhla, sizoqinisekisa ukuthi i-invoyisi yethu ihlangabezana nazo zonke izimfuneko ezidingekayo zomthetho nezokubalwa kwezimali. Kubalulekile ukuqaphela ukuthi izwe ngalinye lingase libe nemithethonqubo ethile ephathelene nefomethi nezinkambu okufanele zifakwe ku-invoyisi, ngakho kubalulekile ukucwaninga nokuzijwayeza le mithetho.

Ukudala i-invoyisi nakho kungasheshisa futhi kwenze inqubo yokukhokha ibe lula, njengoba kunikeza amakhasimende ethu nabahlinzeki bethu ulwazi oludingekayo ukuze benze ukuthengiselana ngaphandle kwezinkinga. Ngaphezu kwalokho, i-invoyisi elungiselelwe kahle idlulisela isithombe sochwepheshe nesithembekile senkampani yethu, esingadala ukwethenjwa okukhulu nokwethembeka engxenyeni yamakhasimende ethu.

Kafushane, ukwazi indlela yokudala i-invoyisi ngendlela efanele kusinikeza izinzuzo kukho kokubili izinga lenhlangano nelezohwebo. Ngokulandela izinyathelo ezifanele nokuzivumelanisa neziqondiso zendawo, siqinisekisa ukuthi amarekhodi ethu nemisebenzi ibonakala ngale, isemthethweni futhi ithembekile. Ngakho-ke, sizokwazi ukugcina ukulawula okuphumelelayo kokusebenza kwethu kwezentengiselwano futhi sibe neqhaza ekukhuleni nasekuphumeleleni kwebhizinisi lethu.