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Accounts receivable

Enter invoices with the rapid tab

Use the
Rapid
 tab of the Entered Invoices screen to quickly enter multiple customer invoices and credit memo transactions in a grid view.
  1. Select
    Actions
    , then
    Enter Invoices
     and select the
    Rapid
     tab.
    note
    • By default, the
      Rapid
       tab includes only the 1st 49 transactions plus a blank row for adding new transactions. If you have more than 49 transactions, the application displays a "Results Limited" notation in the top corner of the screen and a
      Get More Items
       button. Select
      Get More Items
       to retrieve the next 50 transactions for this client
    • You can use the search and filter fields on the screen to search for a particular transaction or to apply specific filter criteria to the list of transactions.
  2. In the first blank line in the grid, select the transaction type in the
    Type
     column.
  3. Accounting CS automatically fills in the journal and posting period. It also automatically enters the current date in the
    Date
     and
    Due Date
     columns. You can override any of these fields.
  4. Select the customer in the
    Customer ID
     field; the application automatically enters the customer description in the
    Customer
     column.
    note
    To use the same customer as the last saved transaction, press TAB (or ENTER, if you marked the
    Use Enter key to move between fields
     checkbox in the Setup > customer Preferences dialog without selecting a customer.
  5. In the
    Invoice Items
     grid for that transaction row, select the invoice items to include on the transaction. For each item, specify the quantity. The application automatically fills in the price and tax status. It also calculates the amount based on the quantity and price.
    note
    • While the grid doesn’t display the Sales Tax and Shipping selections, the application automatically applies the selections from the customer record.
    • By default, Accounting CS uses the tax status selected for this item in the Setup > Invoice Items screen. Or if this is a tax exempt customer (one with a value entered in the
      Tax exempt #
       box in the customer record), the application uses
      Non-tax
       by default. You can select a different tax status that applies to this invoice only.
  6. After you finish selecting all invoice items for a transaction, you can enter another transaction record by tabbing through the boxes on a blank row in the Invoice Items grid or by selecting a transaction type in the next transaction row.
  7. To add more details to the transaction or to view payments that have been applied to any of the invoice or credit memo transactions, select the
    Detail
     tab.

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