Linking to the Products/Items register in invoices

Linking to the Products/Items register in invoices

Linking to the Products/Items Register in Invoices

The process is very similar to adding transactions via the Cashbook, with the following differences.

Step 1: Update Products/Items

Ensure that you have chosen to Update Products/Items as 'From Invoices':
  • Click Setup
  • Settings menu option
  • Click on the Transactions tab
  • Select 'From Invoices' for the Update Products/Items box
 

Step 2: Add New Invoice

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

Step 3: Item Code

  1. 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 Invoice

  1. Complete all the invoice details
  2. Click OK
Note that product transactions will be added automatically if relevant.


Article ID 804