Assigning Invoice Numbers
- From the menu bar, select
Sales>>
Assign Invoice Numbers. The Invoice Creation dialog box will be
displayed.
- The Invoice Date field will automatically display today's date. Overtype with new
date to change.
- Select the Frequency
group to bill e.g. to bill your daily
customer's only select the Daily option, select
Monthly for monthy customers etc. or select ALL
to bill all customers.
- Select the Include transactions
to Date, any transaction up to and including this date will be
invoiced.
- If you wish to
invoice all your customers select the option ALL from the
Selected Customer field, or alternatively to bill selected
customers, use the down arrow key to select the customer you wish to
invoice.
- Click on the
button to produce any
invoices outstanding to date. A Transaction Billing Report will be
displayed on screen showing the customers billed and the total for that
invoice. Click on the Print icon to
print this report off.
- Click on the
button to exist
the screen.