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==Customer Invoice - Invoice Description== | ==Customer Invoice - Invoice Description== | ||
* | * To show the document description in Customer Statement, eg. '''Invoice Description'''.<br /> | ||
::[[File:Customer Invoice-Description.jpg|640px]] | ::[[File:Customer Invoice-Description.jpg|640px]] | ||
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Revision as of 02:26, 29 February 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
- To show the document description in Customer Statement, eg. Invoice Description.
- Sample of customer statement screenshot below.
