Invoice To Customer

View all outstanding invoices generated in the system and generate adhoc invoices to a customer account. This involves setting the invoice details and adding invoice items including charge type, description and amounts.

Navigation

1. From the homepage, go to Finance module.

2. Navigate to the Accounts Receivable and Invoice to Customer.

Guide

1. Click the Create New button.

2. Select the Business Entity from the list and set the Invoice Date.

3. Search the Customer Account by clicking the Search button.

4. Set the Invoice details:

• Payment Term
• Invoice Due Date
• Invoice Type
• Invoice Description

5. Add the Invoice Items:

• Click the Add button.
• Set the Invoice Item:
  • Invoice Credit Type
  • Revenue Recognition Rule
  • Charge Type
  • Unit Type
  • Quantity
  • Note: GL Account, Description and Tac Code will be automatically be populated when you select the Charge Type. Auto-computation of the Amount and Tax based on the Unit Price inputted.
• Once done, click the Update button.

6. Once done, click the Submit for Approval button.

Related Articles

• Reversal Of Invoice To Customer
• Credit Note To Customer
• Reversal Of Credit Note To Customer
• Mass Invoice/Credit Note