Create an Invoice

Create an Invoice

NOTE: If Strict Invoicing has been set in the Configuration Utility, users will not be able to manually enter invoice information, and all invoice information may only be created by using the Quick Invoice or the Invoice Wizard.

To create a manual invoice:
icon: Job
tab: Invoice
To create a new invoice, press the button:

New Invoice.

1.	Select the company or the person that you wish to bill and select using the Smart Find Window. Once the address is auto entered, you can make changes such as adding a persons name or a department number. This will not make any permanent changes to the address book.

2.	Repeat the process for the Ship to or Venue information if needed.

3.	Select the Terms from the drop down Window

4.	Enter the Order Number and Your Ref field if needed. If you have stored the order number in the order number field on the General Page of the Job Book, you can import this into the invoice by selecting menu: Special \| Import Customer Order No.

5.	The date will default to today's date, but you may enter any date you wish from the drop down calendar.

You may wish to categorize your entries to delineate the elements of the invoice for the customer. This is done by selecting one of the tabs near the bottom of the line grid.

All - Displays all lines of an invoice

Rental Equipment - Filters to display only lines that have been entered as Rental Equipment

Consumables - Filters to display only lines that have been entered as Consumable or Expendable Equipment.

Crew - Filters to display only lines that have been designated as crew.

Transport - Filters to display only lines that have been designated as transport.

Miscellaneous - Filters to display only line that been entered as Miscellaneous charges.

These filters are useful when needing to change the tax codes or nominal codes of several lines at the same time. Functions are also provided on these pages to select additional discounts.

Once an invoice has been created, the Invoice Wizard can also be invoked to add information into the invoice.