Customer Invoice

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.

File:Customer Invoice-Browse.jpg

Customer Invoice - Entry

1. Click on New button.
2. See the New Customer Invoice entry form screenshot below.

File:Customer Invoice-New.jpg

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:

File:Customer Invoice-Edit.jpg

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.

1. Document Project
2. 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.

File:Customer Invoice-Project.jpg

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.

File:Customer Invoice-Attachment2.jpg

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.

File:Customer Invoice-Note.jpg

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.
  

File:Customer Invoice-Description.jpg

• Sample of customer statement screenshot below.

File:Customer Invoice-Description2.jpg