Sales Invoicing

Sales/Invoicing

• This screen is used to invoice customers
• From the Accounting Menu select Sales Invoicing
• Top Bar - See Accounting Toolbar
• Invoice # - Enter the invoice number
• Building (Optional)
  • If the Accounting Company you are in has a building defaulted to it, the building appears in the Building box. You may change the defaulted building by selecting from the drop-down box or select None.
  • If the Accounting Company you are in does not have a building defaulted to it, you may select the default building for doing the sales invoice. See Company Defaults. The selected building will remain the building default for this company until another building default selection is made.
• Unit (Optional) - If you want to assign the sales invoice to a unit, select a Unit from the drop-down box.
• Customer ID: (Necessary) Select the desired customer from the drop-down box. To create a new customer see Customers.
• Date (Optional) - Select the date of the customer invoice from the drop-down box.
• Bill To - Customers Address as per Customer information shows. See Customers. The information may be edited.
• Ship To - Customers Address as per Customer information shows. See Customers. The information may be edited.
• Customer PO - Enter the customer's PO # if applicable.
• Ship Via - From the drop-down box select the method of shipment if applicable.
• Ship Date - From the drop-down box select the shipping date.
• Terms - Enter any special terms regarding this sales invoice.

• Apply to Sales Orders - If this Sales/Invoice refers to a previously entered Purchase Order for this Vendor select Apply to Purchase Orders.
  • If this option was selected, the existing previously entered Purchase Order numbers for this Vendor with amount due will be displayed in the first two columns of the extended Ledger subscreen and cannot be edited. The others fields of the regular Ledger Subscreen can be edited. See Ledger Details Subscreen.
• Apply to Sales - If this Sales/Invoice is stand alone without a Sales Order select Apply to Sales and fill out the fields below. The Ledger Subscreen with five columns is displayed for entries. - See Ledger Details Subscreen.
• A/R Account - Select the desired A/R account from the Chart of Accounts drop-down box.
• Sales Tax Code -
• Sales Tax -
• Freight Amt - Enter the cost of freight
• Amount Paid at Sale - Enter the dollar amount
• Invoice Total - The invoice total is computed from the previously inputted data
• Net Amount Due - The amount due is computed from the previously inputted data
• Save and New - Click to save this sales invoice and re-enter the Sales/Invoice screen to do further sales invoices for this Vendor or a new Vendor.
• Save and Close - Click to save this sales invoice and go back to the Accounting Menu
• Close - To exit this screen and go back to the Accounting Menu. No entries will be saved.