About Invoices, Credit Notes, and Debit Notes
About Checking Customer Credit During Invoice Entry
About Entering Invoice Information
Use the Invoice Entry screen to add invoices for customers.
To add an invoice:
Accounts Receivable > A/R Transactions > Invoice Entry.
Use the Batch Number field to specify an existing batch, or create a new batch as follows:
Accounts Receivable assigns a new batch number.
To view or change the default detail type for the batch:
Note: In a multicurrency ledger, you also specify which rate to use when you process the retainage.
For information about allocating sales, see Allocating a Sale to Salespersons.
For more information, see Editing Exchange Rate Information on an Invoice.
If you use credit checks for the customer, Accounts Receivable warns you if the customer has exceeded their credit limit or has transactions that have been outstanding for too long. (Close the A/R Credit Check screen if you receive a warning.) You can edit the transaction, or ignore the warning and save the entry.
Note: If you use Payment Processing, you can also use the Prepayments screen to process a credit card prepayment.
For more information about prepayments, see Entering a Prepayment with an Invoice.
Important! If the Force Listing Of All Batches option is selected on the A/R Options screen, you must print batch listings before you can post batches.
File the printed report for your audit trail.