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Juhend HansaWorld Enterprise'i versioonile 6.3  

Entering an Invoice - Examples

We shall now show how to use the various fields on the Invoice screen with the help of a few examples.

To open the Invoice register, first ensure you are in the Sales Ledger and then click the [Invoices] button in the Master Control panel or use the ⌘-1 keyboard shortcut. The 'Invoices: Browse' window opens, listing the Invoices that are already in the system. Start entering a new Invoice by clicking the [New] button or using the ⌘-N keyboard shortcut. The 'Invoice: New' window opens, containing a new, empty, Invoice with only the Invoice Number and Date entered. The insertion point will be in the Customer Number field. Press ⌘-Return to activate the 'Paste Special' feature. This brings up the 'Paste Customer' window.

Select a Customer from the list by double-clicking on its name (or by using the cursor keys and pressing Return). Press Return again and Customer information such as Name, Address and Payment Terms will be placed in the appropriate fields on the Invoice screen.

Press Return again to move the insertion point to the Item field, the left-hand field in the first Invoice row. Again, you can use 'Paste Special' to select an Item. Use the trackpad to scroll through the Items or use the Search feature until you find the one you want. Select an Item by double-clicking. Press Return to bring in information such as the Item Name, Price and VAT Code.

Then, enter the Quantity sold and press Return. The Amount, VAT, Sum and Totals are calculated automatically, and the insertion point moves to the next line. Repeat this procedure for each Item on the Invoice.

If the Invoice needs altering, edit the fields in the normal way. As you have not yet saved the Invoice, you can also cancel it entirely by clicking [Cancel] or the close box. In the latter case you will be asked to confirm the cancellation:

After saving the Invoice, you can still cancel it completely by using 'Delete' on the Record menu, providing you have not approved it.

When you have added all the Items, you may want to check the Invoice. Click the [Save] button to save it and then click the Printer icon in the Button Bar to print a sample copy. If you want to print to screen, click the Preview icon.

Until you have approved the Invoice by checking the OK box and saving, you can still change it.

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In this chapter:

• Introduction
  

• Entering an Invoice
  

• Entering an Invoice - Examples
  

• Inspecting and Approving Invoices
  

• Nominal Ledger Transactions from Invoices
  

• Printing Invoices
  

• Cash Notes
  

• Credit Notes
  

• Operations menu

Go back to:

• Home page for Standard Accounts manual

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