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Manually Created Debtor Invoices

Owned by P Sawkins (Unlicensed)
Last updated: 30, Apr, 2023 by Paul Sawkins

Many debtor invoices are created based on system processes.

What if you want to create a Debtor invoice Manually?

From the Debtor

From The Debtor Invoice Screen

Save when ready.

Email using the Correspondance Tab - see Correspondence explained

Journal Line Details

Tax codes including GST

Notes

Free form text if created manually.

Quantity / Amount

Quantity is the number of hours or units or $ on the line

Amount is the $ per unit (not used in a calculation)

Each journal line can link to a number of things in the system for reporting

Chose the link you want to make (eg entity) then the search code (search: eg Bondi Gym)

If the link is to a service - when the service is selected - the GL account will default from the service (if the service has a sell GL Account code defined)


Once linked can open the linked item

Export to XLS

If you want to export a journal to XLS - add [ Exportable ] in square brackets to get the option on any debtor invoice.



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