Add Invoices & Credit Memos

1. Select Invoices from the Receivables > Accounts Receivable menu, and the Invoices window opens.

2. Click Add, and the Add Invoice window opens.

3. Complete the fields as described below. Required fields are marked with a red asterisk.

   • Invoice/Credit Memo Number: Enter an alphanumeric ID of up to 10 characters.

   • Invoice Type: Select from Invoice or Credit Memo.

   • Customer Name: Select from the pull-down list.

   • Customer PO#: Enter if applicable.

   • Description: Enter text to describe the invoice/credit memo.

   • Issue Date: Enter the date in mm/dd/yyyy format; click the calendar icon to select the date; or use one of the keyboard date shortcuts.

   • Due Date: Enter the date in mm/dd/yyyy format; click the calendar icon to select the date; or use one of the keyboard date shortcuts.

   • A/R Balancing Account: Select from the pull-down list, or click the ellipsis button to use the Account Code Assistant.

4. Click Save, and the Invoice Items tab becomes visible.

Continue with Add Invoice Items

Return to Invoices Overview