Accounts Receivable Invoices

1. Go to Program → Receivables → Invoice Records.

   

   
   

2. On the Invoices window, choose the Add or Multi-Add button from the left sidebar.

   

   
   

3. Complete the invoice information.

   1. Choose the Customer by typing to search or the small List button.

   2.  Print 'Terms' Line and Print 'Service Charge' Line checkboxes can be selected.

   3. A Memo may be entered.

   4. If the Customer for this invoice has a default account, that account number will be entered on the first income line item of the invoice. You may choose a different account by entering a different account number or by clicking the account picker icon.

   5. Complete the Description, Quantity, and Cost fields. More than one account breakdown can be added if necessary.

      

      
      

4. Click Save.

   

   
   

5. You can then print this invoice by clicking Report from the left sidebar.

   

   
   

6. Then, in the pop-up window, click Invoices and click Ok.

   

   
   

7. A Selected Record invoice can be printed, or you can print invoices for all customers in the Results List.

   

Recurring Invoices

This feature is used for Customers who get billed on a regular basis.

1. Go to Program → Receivables → Create Recurring Invoices.

   

   
   

2. In the Month Selection box, choose the month and year for which you desire to create invoices and reset the invoice dates for that month.

   

   
   

3. Changes to the amount or line items can be made here after clicking the Change button. Any changes here will only affect the invoices being created at this time.

   

   
   

4. Click the File Selected button to create and file these invoices. This creates new invoices for these customers in the Customer Invoices window and updates the Billing tab of the relevant Customer Records.

   

   
   

5. Placing a check in the "Bring Invoice Window Up After Filing" box will automatically open the Customer Invoices window for review of the created invoices.