Using the Accounts screen

Manual Invoices/Credit Notes

Single invoices/credit notes can be entered into the system to debit/credit a customer account with bank charges for returned cheques, partial billings or account adjustment.

In the Customer Maintenance screen, select the Accounts tab. The account details for the relevant customer will be displayed as shown.

At the bottom left of the account details screen there are 5 buttons

Select the Invoice/Credit No button. The Manual Invoice screen will display the following screen.

Select the Invoice/Credit option.

Enter details of the invoice, enter number in the Qty field, select the product code from the Code field, once the code is selected the Description, Price , Vat and Value field will automatically populate themselves. You also have the option to change the price of the product if you wish.

Double-click on the Post button to post the invoice or press the Cancel button if you wish to end the transaction.