Posting an Invoice

Use the Invoice command on the Action menu associated with the Customer form to enter 'direct' invoices for the currently selected customer. By 'direct' invoices, we mean invoices for goods and/or services sold to the customer which do not involve SOP, Invoicing or Stock applications, and for which the original invoice document has been created outside the system.

To Post a Sales Invoice

Open the Sales Ledger folder and then click Processing or click the Financials tab and then click Sales Ledger - Processing on the Ribbon Bar.
Retrieve the customer record for which you want to post transaction details, click Action and then click Invoice. The Post Customer Invoice form appears.
On the General tab, enter the transaction header details.
On the Analysis tab, select the analysis codes for the transaction as required.
Click OK. The Analyse Customer Invoice form appears.
In the boxes provided, enter the breakdown of the invoice detail. As you complete each line, it is added to the list. If the Sales Ledger is linked to EC VAT, you can update the applications when the invoice is posted.
- If you use the EC VAT application and you choose an appropriate VAT code, you can enter details for the SD report on the EC VAT SD Details form.
When the To Analyse box is zero, press ESC and then click Post.

If the Allow Cash with Invoice option is selected on the Sales Options form, click the Cash tab to enter details of the payment to be allocated to the invoice transaction.

If the Allow Advanced Postings option is selected on the Sales Options form, select the Advance option on the General tab to post the transaction to the next accounting period.

You can display the EC VAT details associated with the current item line using the EC VAT command on the Action menu associated with the Analyse Customer Invoice form. This only applies if you have the EC VAT application installed and activated and have selected the EC Despatches SD option on the Options tab of the Company Profiles form in the System Manager.