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PS Cashbook

Create/Add Creditor/Recipient Invoice

Summary

How do I add a Creditor (Supplier) invoice?

A Creditor invoice is also a known as a Recipient Invoice. 

Detailed Description

Step 1.

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

 

Step 2.

  • Click on the Add button.

 

Step 3.

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

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

  • Enter Date, Terms, Form (ie. Tax Invoice), and Ref. (e.g. invoice number), Due Date (if you did not select Terms) .
  • Tick either The amounts in the invoice are ... GST inclusive or GST Exclusive.
  • GST Override options are available if required for any line items in the invoice.
  • In the Invoice Details section, enter invoice details - Detail description, Account, Enterprise, Quantity, Rate.

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. constracting)
  • Click on the OK button to save the transaction.

Note: To produce a "Recipient Created Invoice", click the Print button to preview the whole invoice and then click the printer icon if required.

For Example:

 

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