Creating contract invoices

Navigate to the correct window

Watch this video to see how to create contract invoices or follow the steps below it.

1. Navigate to Debtors / Invoices / Contract Invoice.

Enter the invoice details

1. Enter (or select) the customer account number in the Account text box.
2. When you click on the Account text box the following message box will appear: ‘You have not entered a sales order number – do you want to accept it?‘, click the Yes button.
3. Enter the invoice date in the Date/CN Type text box.
4. Enter a customer reference in the Customer Ref text box, if applicable.
5. Enter (or select) the rep code of the appropriate sales rep in the Rep Code text box.
6. Enter the appropriate method of delivery in the Del textbox.
7. Enter (or select) the appropriate contract number in the Contract text box.

Enter the inventory items

1. Enter the inventory items in the ITEM NUMBER column.
2. Enter the quantity in the QUANTITY column.
3. Change the prices in the PRICE EXCL, TOTAL EXCL, or TOTAL INCL columns if required.
4. Enter a discount percentage in the % DISC column if applicable.

Generate the invoice

1. Click the Accept button.
2. Change the message on the Enter Message window, if applicable and click the Accept button.
3. Print the invoice by specifying the Print Options and clicking the OK button, or click the Cancel button to close the window.