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. Follow these steps:
  1. Check the Navigation Centre to make sure you are in the Sales Ledger module. If you are in a different module, click the [Switch Module] button in the Navigation Centre or use the Ctrl-0 (zero) (Windows and Linux) or ⌘-0 (Mac OS X) keyboard shortcut. Double-click 'Sales Ledger' in the subsequent list.

  2. To open the Invoice register, click the [Registers] button in the Navigation Centre and double-click 'Invoices' in the resulting list. You can also use the Ctrl-1 (Windows and Linux) or ⌘-1 (Mac OS X) keyboard shortcut. The 'Invoices: Browse' window opens, listing the Invoices that are already in the system.

  3. Start entering a new Invoice by selecting 'New' from the Create menu or using the Ctrl-N/⌘-N keyboard shortcut. The 'Invoice: New' window opens with the insertion point in the Customer field. In a single-user system, an Invoice Number will have already been entered in the No. field. In a multi-user system, the No. field will be empty, and an Invoice Number will be assigned when you save the Invoice for the first time.

    If you don't need to open the 'Invoices: Browse' window, you can go straight to the 'Invoice: New' window from the Navigation Centre. Open the + drop-down menu in the Button Bar of the Navigation Centre (in the top right-hand corner if you are using Windows or Linux, towards the top left if you are using Mac OS X), and select 'Invoices'.

  4. The 'Paste Special' feature makes it easy to choose the Customer. Press Ctrl-Return (Windows and Linux) or ⌘-Return (Mac OS X), or simply start typing the Customer's Name to activate the 'Paste Special' feature. This will bring up the 'Paste Customer' window. Search among the Customers in the normal way, by Number or by Name. Select the relevant Customer from the list by double-clicking on its name (or by using the cursor k