To create an Invoice
You can add a new invoice to an account or edit an existing invoice to change the due date, add charges or make changes to existing charges.
1. From the
Create menu
2. Then under
Financial navigation bar, click
Invoice.
The Select Account pop-up displays…
3. Type at least 3 characters to begin searching for the name of the
Account.
4. Select the name of the
Account you want to add a new invoice.
5. Click
Continue button to open the
Add Invoice page.
6. On the
Info section, do the following:
a. If needed, click in the Invoice Date box to change the invoice date.
b. Click in the Due Date box to change the invoice due date.
c. Click the Save button to save the invoice.
(NOTE: This must be done prior to adding transactions.)
7. Click the
Transactions tab to add transactions to the invoice.
8. Click the
Internal Comments tab to type any internal information about the invoice.
This information does not display on the invoice.
9. Click the
Customer Comments tab and type any text you want to include in the conclusion section of the invoice.
10. Clickthe
Save buttonto save the Invoice.