How to Create a New Invoice and Receive Payment in Brokerage Engine Accounting | Scribe

    How to Create a New Invoice and Receive Payment in Brokerage Engine Accounting

    • 40 steps |
    • 3 minutes
      1
      Navigate to Brokerage Engine.
      2
      Click "Accounting"

      Create an Invoice

      3
      Click "Quick Actions" to access the menu.
      4
      Click the "New Invoice" button.
      5
      Select a Customer from the dropdown menu.
      6
      Select the Terms from the dropdown menu.
      7
      Select the invoice date by clicking on the small calendar icon.
      8
      The Due Date will auto-populate.
      9
      Click the "Invoice No." field to add a reference number.
      10
      Select an optional Accounting Tag from the dropdown menu.
      11
      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.
      12
      If a Description was written on the Product/Service, then it will auto-populate. Descriptions will be visible in the Customer Statement.
      13
      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.
      14
      Click the Amount text field to type an amount.
      15
      Select a Class from the dropdown menu.
      16
      Click "Add Line" to create additional entries to the Invoice.
      17
      Click the Trash Bin icon to delete any unused lines.
      18
      Click the "Clear All" button to reset all the fields.
      19
      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.