Select the invoice date by clicking on the small calendar icon.
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The Due Date will auto-populate.
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Click the "Invoice No." field to add a reference number.
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Select an optional Accounting Tag from the dropdown menu.
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Click the dropdown menu to select a Product/Service. You can choose Marketing or Service Items created on the front-end of the platform or the Accounting module. The front-end items will have the category "Cash Register" in front of the name.
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If a Description was written on the Product/Service, then it will auto-populate. Descriptions will be visible in the Customer Statement.
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Click the Quantity text field to type an amount. If the Rate was already configured, then the invoice amount will be calculated once the Quantity amount is set.
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Click the Amount text field to type an amount.
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Select a Class from the dropdown menu.
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Click "Add Line" to create additional entries to the Invoice.
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Click the Trash Bin icon to delete any unused lines.
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Click the "Clear All" button to reset all the fields.
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Click "Add Subtotal" to view the total of the lines already added to the invoice. This Subtotal will not appear on the invoice once saved and printed.
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Subtotal is displayed.
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Click the Memo field to type a Memo. The Memo field is visible on the Invoice once saved and printed.
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Click the "Message on statement" field to type a description that will be visible on the "Accounting Sales Transactions" page. The field is not visible on the Invoice.
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Click "Save"
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Click "OK"
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Print the Invoice
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Click the "Toggle Dropdown" on the "Journal Entries" button.
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Click "Preview And Print"
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The Invoice will populate.
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Click "Download PDF" to save a copy.
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Void the Invoice
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Click "INVOICE DETAIL" to return to the edit page
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Click "Toggle Dropdown" for options.
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Click "Void".
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Receive Payment
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Click "Receive payment" from the Invoice page.
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The "New Payment" page will display. It will list any Outstanding Transactions under the Customer profile. Payments can be recorded individually or batched together.
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Click on the small calendar icon to select a Payment Date.
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Use the dropdown menu to select a Payment Method.
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Click and fill out the "Reference No." field.
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Select an Account to post the Payment. To batch deposit the Payment with other deposit entries, then select the Undeposited Funds Account.
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Select one invoice or multiple to receive payment.
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Click "Save"
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Click "OK"
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