Invoices can either be created from the main Invoice screen or from an Invoice tab.

To create an invoice from the main Invoice screen:

1. From the left menu, click Invoices. The invoice window displays.

2. Click New Sales Invoice. The Sales Invoice window displays.

Note: The button displays the last type of invoice or credit note that was created. To select a different type of invoice or credit note, click the Sales Invoice drop down list.

To create an invoice from the Invoice tab:

1. Open a Company, Property or Tenant and click the Invoices tab. The invoice tab displays all invoices relevant to that company, property or tenant.

2. Click New Sales Invoice. The Sales Invoice window displays.

3. If necessary, from the drop down list, select the invoice type.

Note: All peach coloured fields and fields with red labels are mandatory.

4. Click the From Company and select the company raising the invoice, and click OK.

5. Click the To Company and select the invoice recipient, and click OK.

6. Use the drop down list to choose the account to be associated with the invoice.

7. Select the Days Grace.

8. From the Details section, select the Property.

9. Select the Unit.

Note: If the Property or Unit is not relevant to the invoice, untick Enter Property & Unit and they will no longer be required.

Note: Click the Account field to select a different nominal account than the default account populated in the field.

10. Enter a Narrative.

11. Enter the Net amount. The Proforma Invoice and VAT Receipt buttons are enabled.

12. A payment can be authorised at this time by ticking the Authorise Payment checkbox.

13. To generate a VAT Receipt or Proforma invoice, from the Documents drop down list, select VAT Receipt or Proforma and select the type of document to output. The document displays.

    OR

    Click Proforma Invoice or VAT Receipt to raise the invoice or VAT receipt. The Sales Invoice window closes.

14. A payment can be applied at this time by clicking Payment. Note: For instructions on applying a payment, click here.

15. If you need to change a VAT Receipt to a Proforma Invoice, click Reset To Proforma. The invoice is reset and the window closes.

16. To save the invoice as a template for future use, click Save As Template. Note: For instructions on creating templates, click here.

17. After generating a proforma or VAT invoice, if the expense is uncolloctable, click Write Off to remove the invoice from the unpaid list.

18. If you do not want to associate this invoice with the default nominal account, click Edit Nominal Account to select a different account. Once the invoice is generated, click Change Nominal to edit the nominal account.

Note: An Invoice Distribution can only be applied to a Purchase invoice without a Unit. For instructions on creating an Invoice Distribution, click here.