How do I enter an invoice for a customer ?

The entry of a debit invoice is done from the Invoices file, accessible via the Sales menu. Call the Action>New command or the New button. If the invoice to be entered is linked to a delivery note, an offer or an order confirmation sent to the customer, you can enter its number: the program will retrieve the main data to fill the invoice.

The window for entering an invoice consists of the following main items:

• Number (usually assigned automatically by the program)
• Date (usually the current date)
• Subject to VAT and VAT included: these boxes are usually filled in according to the preferences of the selected customer.
• Shipping method
• Our/Your reference
• Customer code: enter the customer's code or, failing that, the beginning of the customer's name preceded by a slash (e.g. /Center). If the program finds several potential customers, a selection window will appear. Once the desired customer has been selected, its address is copied to the invoice.
• Item code: Enter the code or the beginning of the short name of the item. If the program finds several articles, a selection window is displayed. Once the desired article is selected, complete with the quantity and a unit and modify the price if necessary. Repeat the operation for each item to be mentioned in the invoice.
• Button Letter : this button gives access to the word processor integrated in the software. This allows you to write a text. This annex can be reserved for internal use or printed at the same time as the invoice.
• Remarks

Once you have entered all the information, validate the invoice to save it.