Entering an Invoice - Header
- No.
- The Invoice Number of a new Invoice is provided automatically.
- The Invoice Number sequence will start at 1 and continue consecutively. If you want the sequence to start from another number, change the Invoice Number of an Invoice before saving it for the first time. The sequence will continue from that point.
- Customer
- Paste Special
Customers in Contact register
- Enter the Customer Number or use the 'Paste Special' function. When you press Return, the Customer's name, address and other information will be entered into the appropriate fields.
- Name
- The Customer Name is brought in after you have entered the Customer Number.
- OK
- You can approve the Invoice by checking this box and saving. This will cause the Invoice to be posted to your Sales Ledger. Because of this consequence, you will no longer be able to make changes to the Invoice.
- References in these web pages to approved Invoices are to Invoices whose OK box has been checked (i.e. an approved Invoice is one that is no longer a Draft).
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