Create an Invoice

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Written by Nick Miles

Last published at: September 4th, 2018
  1. Go to Invoices.
  2. Search for and select the Customer.
  3. Enter the Invoice Date.
  4. Select the Fund that will receive the invoice payment. 
  5. Enter a Location.
  6. Attach a File if needed.
  7. In the section labeled Items, enter the details of what goods or services were provided.
    1. Enter a Description.
    2. Enter the Quantity (Qty).
    3. Enter the Unit Price.
    4. Select the Revenue Account (R) that will show the outstanding liability and accept the payment.
    5. Click Save.
  8. Review the Invoice.
  9. Select Post in the left-side menu.