How to Create a Customer Invoice in Acume | Scribe

How to Create a Customer Invoice in Acume

  • Addy S |
  • 14 steps |
  • 32 seconds
  • AcumelimitedAcumelimited
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To get started, click on "Outbound Invoices" at the top left of your screen, then select "New Invoice."
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To select the customer for your invoice, simply click on the dropdown menu and choose the customer name.
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On your invoice, please enter the following details: Item Name: Specify item name Description: Briefly describe the item Quantity: Enter item quantity Item Net Price: Provide each item price You can then select the tax category, and Acume will handle the tax calculation for you automatically.
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Choose your preferred bank account for payment and set the payment terms, including a due date. A calendar will pop up.
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Below that, include any relevant notes or comments for the invoice. Customise it with additional information!
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Customise the "References" section as needed, including any relevant details, or leave it blank if desired. Tailor this section to suit your business and customer requirements.
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Choose between Header level coding and Line level coding. With Header level coding, you can select one GL code, Cost Centre, Department, etc., which will be automatically applied to all the lines eliminating the need to select fields individually.
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By clicking "Add," you can allocate costs across multiple lines based on either percentage or amount. The calculations are automated, and if necessary, you can make adjustments to fields such as cost centres or departments.
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Choose "Line Level Coding" for coding the invoice lines individually. Alternatively, to simplify the process, select "Apply code to all GL codes" to code all the lines at once.
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Then easily edit lines by selecting options from dropdown menus. Modify any field to make changes.
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Click on "Add Note" to add any extra information if needed.
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You can send the invoice for approval, if required, by clicking on "Set Approvers". A new pop-up window will appear, enabling you to add approvers.
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You can choose to either Save or Submit the invoice. Submitted invoices will be listed as "Ready to send," while unapproved invoices will be found under "Pending approval." If the invoices are saved before coding, they will appear in the "Pending coding" section.
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Select the invoices you wish to import into Xero, and then click on Bulk Send.
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The Document Delivery Channel is set at the customer level in the admin area. Based on this setting, the invoice will be delivered either through email or Peppol(eInvoice).
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When generating invoices in Xero or MYOB, remember that these invoices will also appear in Acume's Ready to Send queue. To avoid duplicates, if an invoice has already been created in Acume, refrain from duplicating it in Xero or MYOB.