Invoice preparation and print

Invoice preparation and print

Click on Accounting | Data Entry | Invoices | Invoice Preparation & Print

You can create Invoices in the back office against Debtor Accounts and will give a detailed breakdown for the invoice. A Front Office (Travel Services) user/consultant will create most invoices.

  • Click on Add
  • Fill in Code: This is the code for the Debtor. The name and address will default here.
  • Order number, Cost Centre and Contact name are optional
Add A Line - allows you to add additional lines and details to your invoice.
Insert a Line - allows you to insert a line above the line that is highlighted in black.
Change a Line – click on the line you want to amend so it is highlighted and then click on change a line. This allows you to make the required amendment.
Remove a Line - click on the line you want to remove so it is highlighted and click on remove a line. Click on Yes.

STATEMENT DESCRIPTIONS, DEPOSITS AND DEPOSITS DUE ALSO CAN BE AMENDED AND ENTERED IN THE ABOVE AREA

Once you are satisfied the invoice is correct, Click on Print.
NOTE: Once an Invoice has been PRINTED you will be unable to modify it.
To reprint an invoice – use the browse key or enter number to find entry on screen the click on Print. The copy will come out with the wording ‘Copy Invoice’ by default however users can select the ‘Reprint as Original’ option
PDF Versions of all documents can be e-mailed from the ‘Print Preview’