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 Purchase Invoice. The Purchase 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 Purhcase 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 Puchase Invoice. The Purchase 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 To Company and select the invoice recipient, then click OK.

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

6. Select the Days Grace.

7. From the Details section, select the Property.

8. 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.

9. Enter a Narrative.

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

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

12. 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.

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

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

15. 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.

17. Click Invoice Distribution to distribute the invoice cost amongst the various tenants.

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

18. If you have an existing invoice in an electronic file, click Link Scanned Invoice to link your existing invoice.