Add Invoice

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Detail Tab

Debtors Module> Activity>Invoice

The Invoice screen will open

To search for existing invoices, select your search criteria and click search 

Search criteria can be invoice status, reference, customer name, etc

Select a date range

To create a new invoice,  Click the Add Button as shown below

This will display the New Invoice screen

Add information below so that the greyed-out buttons become active:

• Select the customer/ debtor you are creating an invoice for, from the drop-down menu. 
• Select the sales rep on the drop-down selection, if applicable
• Update dates if necessary
• Add description and reference
  
• Add order number, if applicable

Then, once you are done adding all relevant information click Save and all the greyed-out buttons will be opened as shown below:

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Line Items

To add line items click on the middle Add Button shown below

Then the screen below will appear

Select the item you want to invoice on the drop-down selection

You can also search for the item by using part of the code or the name of the item you wish to invoice

You can change the description to match what you want to see on the quote or leave it as it is

Enter the quantity you are invoicing the customer/ debtor on

Make sure pricing is correct

Select a relevant warehouse if you have multiple warehouses

Select the correct VAT Type

Click Save & Close if capturing numerous line items 

Click Save & Close if capturing a single line item

Once done 

All line items will appear on the grid below:

You can then print an invoice and send it to a customer/ debtor

Or process it and send them a processed invoice reflecting an invoice number