Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Accounts receivable

Enter customer invoices

After you set up invoice items, you can select the items to create customer invoices. In Accounting CS, you can enter customer invoices and credit memos in the
Actions
, then
Enter Invoices
 screen. This screen offers four ways to enter transactions.
  • In the
    Rapid
     tab, enter multiple invoices and credit memos in a grid view.
  • In the
    Detail
     tab, enter detailed, individual transactions or add details to individual transactions that were entered in the Rapid tab.
  • In either tab, select an On Demand invoice template to have the application recall information from the template record and enter it in the appropriate fields in the invoice transaction.
  • In either tab, when you press
    Tab
     (or
    Enter
    , if you marked the
    Use Enter key to move between fields
     checkbox in the
    User Preferences
     window) in the
    Customer ID
     field, the application automatically enters the customer ID from the last saved transaction. If you don't want to use the customer from the last saved transaction, you can enter or select a new one.
  • If you set up any scheduled invoice templates and you marked the
    Prompt before creating transaction(s)
     checkbox in the
    Setup
    Invoice Templates
    Detail
     tab for those templates, the application will open the
    Create Scheduled Transactions from Templates
     window when you open the
    Enter Invoices
     screen and there are transactions scheduled to be created. Use that window to choose which invoices to create.
As you enter data in 1 tab, the application simultaneously adds that information to the other tab, so you can switch between tabs as you enter transactions.

This article applies to:

Related content

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close