Creating an invoice using speed entry
The Speed Entry tab is available when
Invoice Batch has been created.
- Sign in as Receivables Specialist or Receivables Manager.
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For Receivables Specialist, select Invoices.
For Receivables Manager, select Processing > Invoices.
- From the Invoices menu, select an unreleased record on the Invoice Batch tab.
- On the Speed Entry tab, select Create.
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Specify this information:
- Type
- Select a transaction type. If you select Debit Memo or Credit Memo, then you must specify a Memo Reason.
- Transaction
- Specify a name for the transaction.
- Customer
- Select the customer number for the transaction.
- Transaction Amount
- Specify the amount of the transaction.
- Distribution Category
- You must select a category code to assign to the distribution. This is used as a default value for the distribution data.
- Memo Reason
- Select a reason code for this transaction only if the Transaction Type is a Debit Memo or Credit Memo.
- Alternate Type
- You must select an alternate type of transaction only if the transaction type is Mixed Sign Lines.
- Due Date
- Select a due date.
- Click Save.