Add Debtor Invoice

How do I add a debtor invoice?

Step 1.

• Click on the Debtors toolbar icon.
• Click on the Invoices tab.

Step 2.

• Click on the Add button.

Step 3.

• Enter the Customer Name (or select from drop down list).

Note: a new customer can be added to the Suppliers and Customers list by clicking the [+] button on the right of the Customer box.

• Enter Date, Terms, Due Date (if you did not select Terms), Form (ie. Tax Invoice), and Ref (e.g. invoice number).
• The Addtitional Invoice Information field is text that allows for long invoice descriptions as used in some service-based industries. This field is optional and can be skipped if the individual item descriptions are all that are needed in the invoice detail.
• GST Override options are available if required for any line items in the invoice.
• In the Invoice Details section, enter invoice details - Item Code (optional), Detail description of item, Account, Enterprise, Quantity, Rate/Price

Note: prices are entered either tax inclusive or tax exclusive depending on your preference setting in the Setup tab. (Click on Debtors > Setup. In box at bottom of screen, tick or untick Invoice pricing is GST inclusive)
Note: You can enter as many invoice lines as required.
Note: Lines may contain description information only with no price e.g. for a long description on a service type invoice.
Note: Use the [+] button at the end of the Detail field to maintain a list of standard invoice items (description and price) to speed up invoicing.

• You can optionally use the Comment to Print field to enter a general description of the invoice (e.g. contracting) - this will print on customer statements in addition to the date, invoice number and amount.
• Click on the Print button to preview the whole invoice and then click the printer icon if required.
• Click on the OK button to save the transaction.

For Example: