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 can appear:

• Select the customercustomer/ 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 create the invoice to and enter invoice header details as shown in the table below this image.

Once complete click save so all the created out buttons can open

selection

You

cansearchquoteorleaveitinvoicingthecustomer/on

iscorrect

Select

relevantittoa

Customer	Select the customer that has to be invoiced.
Customer Name	This field will automatically be filled in when the customer is selected.
Date	This is the invoice date which defaults on the currentdrop-down date.
Shortalso Details	Afor shortthe descriptionitem by using part of the itemscode or the name of the item you wish to invoice You can change the description to match what you want to see on the invoice.
Reference	Anyas referenceit foris example Enter the personquantity you talkedare to.
Orderdebtor No	The Make clientssure orderpricing number.
Salesa Rep	Ifwarehouse if you have salesmultiple repswarehouses set Select upthe 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 youprint selectan theinvoice salesand repsend here.

customer/

debtor

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