Producing customer invoices

We cover how to:

• Create a service invoice - use this type of invoice to add free text service details.
• Create a product invoice - use this if you're setting up product records and to record stock levels.
• Update an invoice - this posts the invoice values to the customer and nominal records.
• Add your company logo to personalise your invoices.
• Add your company bank details to your invoices so your customers can easily pay you.
• Print an invoice to give to your customer.

Create a service invoice

1. Click Invoices and credits then click New invoice.
2. From the Format drop-down click Service.
   
3. In Date, enter the invoice date.
4. From the A/C drop-down click the required customer, then click OK.
5. Under Details enter the details of the service provided, then under Amount enter the net amount.
6. To edit the item details, such as tax code or discount, click the Finder button.
7. Click Save.

Create a product invoice

1. Click Invoices and credits then click New invoice.
2. In the Format drop-down click Product then in Date enter the invoice date.
3. In the A/C drop-down click the customer then click OK.
4. Under Product Code click the drop-down and select the required product.
5. To edit the item details, such as department, discount or VAT, click the Finder button.
6. Click Save.

Update an invoice

1. Click Invoices and credits then click the required invoice.
   TIP: To control how you select multiple records, you can choose your preferred selection method in Tools, Options. 
2. Click Update ledgers then click OK.
3. Check the update ledgers report shows the transactions updated to the nominal ledger.

Add your company logo to your invoices

Add your company bank details to your invoices

Print an invoice

1. Click the Invoices and credits module.
2. Select the required invoice, then click Print.
3. Click Layouts, then click the layout you want to use. 
   • If you've customised your layout, you should make sure you're selecting the correct layout.
4. Click Print, if required select your printer, then click OK.
   
   
   
   

 TIP: To email invoices, you must set up your email settings depending on the email service you use. Read our article on how to email your documents.