Open the screen Salesinvoices:
Select the debtor you want to make an invoice for. With CTRL+A you select all lines. With CTRL+SHIFT and the mouse you can select multiple debtors.
When the selection is right, click Ok.
Per debtor one or more invoices are made, depending on the invoice method that is set for this debtor. The status of the new invoice is set to Mutation.
If you want to check the invoice, click on the button Preview (middle button):
When an order is collected on an invoice this cannot be changed. Would you like to change it, you'll have to delete the invoice using the crosshairs in top:
Now the booking/order can be changed. Afterwards, collect the order to an invoice again.
A manual invoice is made by adding an empty invoice through the menu Salesinvoice -> New. In the tab sheet Invoice lines you can add the costs.
It can be useful to use booking codes. These can be made in the screen
In this screen invoice lines that are frequently used can be defined. Here you can fill in the description, amount, ledgeraccount and VAT beforehand.
A bookingcode can be selected by pressing the space bar in the green field.
| 1 | Search invoice By invoice number. |
| 2 | Collect invoices Per debtor. |
| 3 | Add items to sales invoice This can only be done when the invoice still has the status Mutation. |
| 4 | Process sales invoice(s) The invoice is printed or e-mailed and is set to Printed. |
| 5 | Force final print of invoice Gives an invoice the status Printed without printing or mailing it. Normally you don't use this button. |
| 6 | Transfer to financial system When an invoice has the status Printed, it can be booked. The invoice will have the status Booked after it is booked. |
| 7 | Update invoice status Refreshes the status of the selected invoice. Normally you would need to do this. |
| 8 | Unlock invoice Set an invoice which has the status Printed back to Mutation. |
| 9 | Go to debtor With this you can jump to the details of the debtor to which the selected invoice will be sent. Useful to check an address or VAT code. |
| 10 | Import sales invoice(s) Import sales invoices from a different software package (this is a custom action) |
See also: