This screen allows you to create a manual Invoice or Credit Note for a specific purpose for your customer
This is a license module
The entry form is relatively straight forward.
Field Name | Description |
|---|---|
Billing Document Type | Either select invoice or credit note. Credit Notes will require authorisation from a user who has the Authorisation Priviledge setup. |
Customer Code | Enter the code or use the F11/F12 search and lookup. |
Job Description | Just a general description for this invoice, some internal notes. |
Job Code | Pick from the pre-determined list of job codes |
Quantity | Select the quantity to charge for |
Price | Will come from the job code setup and this is fixed or can be flexible |
Discount | Any discount provided to the standard price. |
You enter the details and then you can save the entry, release option will release the record for invoicing.