Create Invoices & Credit Memos

Use Create Invoices & Credit Memos to create a document recording sales transactions with customers.  Invoices increase the balance due from your customers and credit memos decrease the balance due from your customers.  Invoices and credit memos may be entered for the purpose of recording or may be printed to provide a hard copy for the customer or for your files.

Start by filling in the header section.  The required fields are AR Account, Customer and Date.  A unique invoice number is also required to complete an invoice or credit memo.  If you do not enter one, the next available number will be assigned when you save the header section of the screen.  To determine the last invoice number used, look at the  Last Document Numberdisplayed in Chart of Accounts for the AR Account in the header section.

Next fill out the transaction section.  You can enter as many transaction details as you need.  When you have entered all the transactions for the invoice or credit memo, click on the Save button in the tool bar to save the document to the database and to calculate sales taxes and the invoice/credit memo total amount. 

To see a list of all existing invoices and credit memos, click on the Find button in the toolbar.

See also, Additional Functionality; Currency; Create Invoices & Credit Memos screens.

Fields

AR Account

Balance

Batch Nbr

Billing Address

Class

Customer

Discount Amt

Discount Date

Document Type

Due Date

Enter Date

Hold

Invoice Date

Invoice No.

Job

Memo

P.O. No.

Post Date

Price Level

Print

Salesperson

Ship Via

Shipping Address

Terms

Transaction Section