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# Document Project | # Document Project | ||
# Detail Project | # Detail Project | ||
* For document project, you need to point to MORE section (on the left side bar). | * For '''document project''', you need to point to '''MORE''' section '''(on the left side bar)'''. | ||
* For detail project, you have to insert the | * For '''detail project''', you have to insert the '''project''' column out from Field Chooser. | ||
::[[File:Customer Invoice-Project.jpg|640px]] | ::[[File:Customer Invoice-Project.jpg|640px]] | ||
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! '''Label''' !! '''Types''' !! '''Explanation''' | ! '''Label''' !! '''Types''' !! '''Explanation''' | ||
|- | |- | ||
| A || Document Project || It represent the project for a document to be | | A || Document Project || It represent the project for a document to be debit. | ||
|- | |- | ||
| B || Detail Project || It represent the project for individual GL Account to be | | B || Detail Project || It represent the project for individual GL Account to be credit. | ||
|} | |} | ||
<br /> | <br /> | ||
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==Customer Invoice - Note== | ==Customer Invoice - Note== | ||
1. Click on the Note section (on the LEFT side bar).<br /> | 1. Click on the Note section '''(on the LEFT side bar)'''.<br /> | ||
2. RIGHT click it, you will see the Rich Text Editor pop-up.<br /> | 2. '''RIGHT''' click it, you will see the '''Rich Text Editor''' pop-up.<br /> | ||
3. You can start key-in the note. See the example screenshot below.<br /> | 3. You can start key-in the note. See the example screenshot below.<br /> | ||
4. Click on '''X''' button to save and exit the Rich Text Editor.<br /> | 4. Click on '''X''' button to save and exit the '''Rich Text Editor'''.<br /> | ||
::[[File:Customer Invoice-Note.jpg|640px]] | ::[[File:Customer Invoice-Note.jpg|640px]] | ||
<br /> | <br /> | ||
5. You will get prompted the | 5. You will get prompted the '''Save changes?''' message. Click '''YES''' to save it. | ||
::[[File:Customer Invoice-Note2.jpg|400px]] | ::[[File:Customer Invoice-Note2.jpg|400px]] | ||
<br /> | <br /> | ||
==Customer Invoice - Invoice Description== | ==Customer Invoice - Invoice Description== | ||
* If you wish to display the document description in Customer Statement, you can key-in into the Invoice Description.<br /> | * If you wish to display the document description in Customer Statement, you can key-in into the '''Invoice Description'''.<br /> | ||
::[[File:Customer Invoice-Description.jpg|640px]] | ::[[File:Customer Invoice-Description.jpg|640px]] | ||
<br /> | <br /> | ||
Revision as of 03:19, 16 January 2016
Menu: Customer | Customer Invoice...
Introduction
- General invoice to customer likes services, insurance, or any non-stock control billing.
- Besides that, you can check the invoices status such as outstanding and payment history.
Customer Invoice - Entry
1. Click on New button.
2. See the New Customer Invoice entry form screenshot below.
3. Select the Customer Code. You direct key-in and search by either customer code or name.
4. Input the Sales A/c and amount to be credit.
5. Below is the example of the entry created:
Double Entry will be:-
DR CR
Customer Control Account RM500.00
Service charge RM500.00
Customer Invoice - Project
- There are 2 types of project you need to be take note.
- Document Project
- Detail Project
- For document project, you need to point to MORE section (on the left side bar).
- For detail project, you have to insert the project column out from Field Chooser.
| Label | Types | Explanation |
|---|---|---|
| A | Document Project | It represent the project for a document to be debit. |
| B | Detail Project | It represent the project for individual GL Account to be credit. |
Customer Invoice - Attachment
- It is very useful to attach any supporting documents to an invoice.
- In future, you able to retrieve and refer the attachment file easily.
1. You have to point to the attachment section.
2. Click on ( + ) button to insert the filename path.
3. See the sample screenshot below.
Customer Invoice - Note
1. Click on the Note section (on the LEFT side bar).
2. RIGHT click it, you will see the Rich Text Editor pop-up.
3. You can start key-in the note. See the example screenshot below.
4. Click on X button to save and exit the Rich Text Editor.
5. You will get prompted the Save changes? message. Click YES to save it.
Customer Invoice - Invoice Description
- If you wish to display the document description in Customer Statement, you can key-in into the Invoice Description.
- Sample of customer statement screenshot below.
