This process works exactly the same as creating a normal customer invoice just in a different window. To see a video on how to do this refer to this guide.
Navigate to the correct window
- Navigate to Debtors / Invoices / Project Invoices.
Enter the invoice details
- Enter (or select) the customer account number in the Account text box.
- 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.
- Enter the invoice date in the Date text box.
- Enter a customer reference in the Customer Ref text box, if applicable.
- Enter (or select) the rep code of the appropriate sales rep in the Rep Code text box.
- Enter the appropriate method of delivery in the Del textbox.
Enter the inventory items
Items with serial numbers
- Click the Scan Items button.
- Click the Allocate button.
- Enter (or scan) the serial numbers in the Current Serial Number text box.
- Click the Close button once all the serial numbers are in.
If there is a serial number allocated to the invoice that you wish to remove, you can click the Scan Items button followed by the Unallocate button. You can then enter or scan the serial number that you wish to remove.
Items without serial numbers
- Enter the inventory items in the ITEM NUMBER column.
- Enter the quantity in the QUANTITY column.
- Change the prices in the PRICE EXCL, TOTAL EXCL, or TOTAL INCL columns if required.
- Enter a discount percentage in the % DISC column if applicable.
Generate the invoice
- Click the Accept button.
- Change the message on the Enter Message window, if applicable and click the Accept button.
- Print the invoice by specifying the print options and clicking the OK button, or click the Cancel button to close the window.