Step 1: Debtors

• Click on the Debtors toolbar icon
• Click the Invoices tab
• Click Add
  

Step 2: Details

• 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 ie. 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 the preference setting in the Setup tab. Click on Debtors > Setup. In box at bottom of screen, tick or untick Invoice pricing is GST inclusive

Note: You can enter as many invoice lines as required

Note: Lines may contain description information only with no price e.g. for a long description on a service type invoice

Tip: 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