refers to:
client form → accounts tab

• Use the Invoice button to create an invoice or the Credit Note button to create a Credit.
• The Invoice screen will appear, unfilled except for today’s date.
• Select from the list of nominal codes, or a new one can be added on the fly.
• When the details are entered, Post will complete the invoice.
• The Pin icon is for fixing a date when you are dealing with several accounts actions to be done, such as receipts or allocations. If you change the date to something other than today and depress the pin, all future transactions, while you are logged in in this session, will be brought up with that date and the pin depressed.
• To Print the invoice double click on the invoice line on the tab and use the Print button.
• The video buttons move through the transactions on the tab.

From 2.23.1+ there is the ability to link a manual invoice to an existing document via the new ‘Link’ button on the invoice form. When you click on ‘Link’ a window will pop up with a dropdown listing available invoices to link to.

Back to Online Users Guide
Back to Accounts / Payroll