Menu: Customer | Customer Invoice...
Introduction
- General invoice to customer likes services, insurance, or any non-stock control billing.
- You can fast trace 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 credited.
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 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 debited. |
| B | Detail Project | It represent the project for individual GL Account to be credited. |
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.
