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==Customer Invoice - Entry== | ==Customer Invoice - Entry== | ||
1. Click on '''New''' button. <br /> | :1. Click on '''New''' button. <br /> | ||
2. See the New Customer Invoice entry form screenshot below.<br /> | :2. See the New Customer Invoice entry form screenshot below.<br /> | ||
::[[File:Customer Invoice-New.jpg|640px]] | ::[[File:Customer Invoice-New.jpg|640px]] | ||
<br /> | <br /> | ||
3. Select the Customer Code. You direct key-in and search by either '''customer code''' or '''name'''.<br /> | :3. Select the Customer Code. You direct key-in and search by either '''customer code''' or '''name'''.<br /> | ||
4. Input the '''Sales A/c''' and amount to be credit.<br /> | :4. Input the '''Sales A/c''' and amount to be credit.<br /> | ||
5. Below is the example of the entry created:<br /> | :5. Below is the example of the entry created:<br /> | ||
::[[File:Customer Invoice-Edit.jpg|640px]]<br /> | ::[[File:Customer Invoice-Edit.jpg|640px]]<br /> | ||
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::[[File:Customer Invoice-Project.jpg|640px]] | ::[[File:Customer Invoice-Project.jpg|640px]] | ||
{| class="wikitable" | ::{| class="wikitable" | ||
|- | |- | ||
! '''Label''' !! '''Types''' !! '''Explanation''' | ! '''Label''' !! '''Types''' !! '''Explanation''' | ||
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<br /> | <br /> | ||
1. You have to point to the attachment section.<br /> | :1. You have to point to the attachment section.<br /> | ||
2. Click on ( + ) button to insert the filename path.<br /> | :2. Click on ( + ) button to insert the filename path.<br /> | ||
3. See the sample screenshot below.<br /> | :3. See the sample screenshot below.<br /> | ||
::[[File:Customer Invoice-Attachment2.jpg|640px]] | ::[[File:Customer Invoice-Attachment2.jpg|640px]] | ||
<br /> | <br /> | ||
==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 '''Save changes?''' message. Click '''YES''' to save it. | :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]] | ||
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==Customer Invoice - Invoice Description== | ==Customer Invoice - Invoice Description== | ||
:1. To show the document description in Customer Statement, eg. '''Sales-Oct 2012'''.<br /> | |||
::[[File:Customer Invoice-Description.jpg|640px]] | ::[[File:Customer Invoice-Description.jpg|640px]] | ||
<br /> | <br /> | ||
:2. Sample of customer statement screenshot below. | |||
::[[File:Customer Invoice-Description2.jpg||640px]] | ::[[File:Customer Invoice-Description2.jpg||640px]] | ||
<br /> | <br /> | ||
Revision as of 02:27, 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
- 1. To show the document description in Customer Statement, eg. Sales-Oct 2012.
- 2. Sample of customer statement screenshot below.
