Entering a customer invoice

Use these instructions to enter a customer invoice for charges, such as rent, that are not product-related.

  1. Select Customer > Entry > Customer Transaction.
  2. Click OK to open a journal.
  3. Specify the customer number, and then select Invoice in the Type field.
  4. Click Next.
  5. Specify a new invoice number.
  6. Specify the amount of the transaction.
  7. Specify a ship to if applicable.
  8. If you use divisionalized accounting, accept or change the division number.
  9. Indicate whether the invoice is disputed.
  10. Specify the invoice date.
  11. Accept or change the terms.
  12. Select Sales Year to Date to update the Sales Year to Date amount on the customer’s record.
  13. Specify a reference.
  14. Click Next.
  15. To specify offset accounts and amounts, click Add.
  16. To apply the amount by percentages or to apply the entire proof amount, click the appropriate button.
  17. When the proof amount is 0.00, click Save.
  18. Close the window to exit the function and close the journal.
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