Add Debtor Invoice

Step 1. Click on the Debtors toolbar icon

• Click on the Invoices tab
  

Step 2. Click on the Add button

Step 3. Enter the Customer Name (or select from drop down list)

Note: A new customer can be added to the Suppliers and Customers list by clicking the [+] button on the right of the Customer box

• Enter Date, Terms, Due Date (if you did not select Terms), Form (i.e. Tax Invoice), and Ref (e.g. invoice number)
• The Additional Invoice Information field is text that allows for long invoice descriptions as used in some service-based industries. This field is optional and can be skipped if the individual item descriptions are all that are needed in the invoice detail
• GST Override options are available if required for any line items in the invoice
• In the Invoice Details section, enter invoice details - Item Code (optional), Detail description of item, Account, Enterprise, Quantity, Rate/Price
  

Note: Prices are entered either tax inclusive or tax exclusive depending on your preference setting in the Setup tab. (Click on Debtors > Setup. In box at bottom of screen, tick or untick Invoice pricing is GST inclusive)

1. You can enter as many invoice lines as required
   
2. Lines may contain description information only with no price e.g. for a long description on a service type invoice
   
3. Use the [+] button at the end of the Detail field to maintain a list of standard invoice items (description and price) to speed up invoicing
   

• You can optionally use the Comment to Print field to enter a general description of the invoice (e.g. contracting) - this will print on customer statements in addition to the date, invoice number and amount
• Click on the Print button to preview the whole invoice and then click the printer icon if required
• Click on the OK button to save the transaction