Linking to the Products / Items Register in Invoices

Linking to the Products / Items Register in Invoices

Adding an invoice that is needed to be linked to the Product / Items Register

The process is very similar to adding transactions Linking to the Products / Items Register in Cashbook Transactions, with the following differences.

Step 1. Ensure that you have chosen to Update Products / Items as 'From Invoices':

  • Click on the Setup > Settings menu option.
  • Click on the Transactions tab.
  • Select 'From Invoices' for the Update Products / Items box.
 

Step 2. Add a new invoice using the relevant Account Code that is linked to the Products / Items Register

Step 3. In the Item Code or the Detail column

Click on the down-arrow to access the Product / Item you wish to use.

Step 4. Complete all the invoice details and then click on the OK button.

Note: That product transactions will be added automatically if relevant

Article ID 804