1. Select the Invoice button from the Toolbar. The following dialogue box will be displayed:
|
Note |
There are two options available – Invoices processed in Batch time are saved as a batch but are available for editing prior to posting the batch to General Ledger. Real time processing will save and Post. |
2. Leave the Invoice Process default of Real Time and Press the New button. The following window will be displayed:
3. Select a Distribution Code by right clicking the Distribution field. The following dialogue box will be displayed:
4. Select a Code and press the OK button.
5. The system will default values into the Qty (Quantity), Item Description and Tax Code fields.
6. Position your cursor in the ‘’each’’ field and enter a dollar amount. The system will calculate tax according to the value in the Tax Code field.
7. Press the OK button. The Printer lookup will be displayed:
|
Note |
The Print dialogue box will only be displayed
if the Print Invoice |
8. Select a valid printer and press the OK button.
|
Note |
A PDF copy of the invoice will be saved to your Print File Path when emailing invoices from Accounts Receivable. |
option
is selected on the Invoice window.