How to Create a New Sales Invoice

Step 1: Navigate to the Home page, use the Search box to find ‘Sales Invoices’. Select the related Sales Invoices link. 

Step 2: On the Sales Invoice page, choose the ‘+New' action. 

(Once you click on +New, you will open a blank Sales Invoice.)

Step 3: In the Customer No. field, type a part of the Customer's name or number, and then select the Customer from the drop-down list. 

The Customer's default (or last used) buying-selling details will populate the fields on the Sales invoice General tab.

Step 4: In the Posting Date field, change the date if you do not want the system to use today's date.

Step 5: Make sure to enter the Customer Invoice No. Job/ Project No. If you do not know the Job no. leave it empty.

Step 6: In the Invoice Details Tab; Enter the Pillar and Cost code.

Step 7: On the lines Section, click on “line” and then Functions drop down menu to select “Get Shipment Lines”. 

This will open a pop window to select the desired posted shipment.

Step 8: Select the posted shipment you wish to invoice and press OK. This will get the shipment lines to the Invoice.

Step 9: Once the shipment lines are pulled. Cross check the amount figures.

OR add lines manually, by following the steps below:

Add Sales Invoice Lines: In the "Sales Invoice Lines" section, add the items or services being invoiced by entering the Item number, Description, Quantity, and Unit Price. The system will automatically calculate the line total and update the sales invoice total.

Step 10: Once happy with the lines. Click on “Home” Tab on Sales Invoice header and then click on Post drop-down and click on “Post” to post the Invoice. 

Once you click on “Post”; a pop up will open saying “Working on it…”