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: 

 

 

 

 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