Entering an Invoice - Header
- No.
- Paste Special
Select from another Number Series
- When you create a new Invoice, FirstOffice will enter the next unused number from the number sequence specified in the Number Series Defaults setting or from the first record in the Number Series - Invoices setting. You may change this number, but not to one that has already been used. If you are working in a multi-user environment, the Invoice Number is assigned when you first save the Invoice.
- Customer
- Paste Special
Customers in Customer 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.
- If there is a Prepayment in the Customer's name that has not yet been allocated to an Invoice, a warning will appear when you enter the Customer Number. Prepayments are described here.
- Name
- The Customer Name is entered after you have entered the Customer Number.
