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Enter Invoices with the Detail tab

Use the
Detail
 tab to enter invoice and credit memo transactions, to view detailed invoice information, and to see which payments have been applied to this transaction.
  1. Select
    Actions
    , then
    Enter Invoices
    .
  2. Select the
    Detail
     tab.
  3. Select
    Add
     to open a new transaction record.
  4. In the Transaction Detail section, select the transaction type, customer, journal, posting period, and AR account.
  5. Enter a transaction date or use one of the date entry shortcuts.
  6. In the
    Items
     tab, select the items to include on the invoice. The dropdown in the Item column includes all Item, Service, Other Charge, Group, and Discount items that were set up for this client.
  7. For each invoice 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.
  8. If any of the items on the invoice are taxable, select the applicable Sales tax item. Accounting CS calculates the tax for all items on the invoice that have a tax status of Taxable or Additional. The dropdown in the
    Sales tax item
     field includes all Sales Tax and Sales Tax Group type items that were set up for this client in the
    Invoice Items
     screen.
  9. If you'll be shipping any of the items on the invoice, select the
    Shipping
     tab. Select the address in the
    Ship to
     field to which the items will be shipped, the applicable shipping item, and the shipping date.
  10. Select Enter to save the transaction.

This article applies to:

  • Product: Accounting CS, Accounting CS Client Access

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