Invoices can be created from the Office Manager application. Users can choose to generate regular Invoices or to create Special Invoices or Credit Memos.
Select the appropriate link below for details on creating invoices.
Invoices can be created from the following page:
Select Invoices | Generate Invoices from the menu.
The Create Invoice dialog box will appear.
In the Customer/Group field, select the appropriate customer or customer group.
In the Billing Period start field, select the appropriate billing period start date.
In the End field, select the appropriate billing period end date.
In the Invoice Date field, select the appropriate invoice date.
In the Schedule field, select the appropriate invoice schedule.
Select the Select Options button to generate the invoice.
The invoice(s) will be generated based on the selected criteria.
Special invoices can be created from the following pages:
Select Create | Special Invoice from the menu.
The Create Special Invoice dialog box will appear.
In the Customer field, select the appropriate customer.
In the Billing Period start field, select the appropriate billing period start date.
In the End field, select the appropriate billing period end date.
In the Invoice Date field, select the appropriate invoice date.
Select the Select Options button to create the invoice.
The invoice(s) will be created based on the selected criteria.
Credit memos can be created from the following page:
Select Create | Credit Memo from the menu.
The Create Credit Memo dialog box will appear.
In the Customer field, select the appropriate customer.
In the Billing Period start field, select the appropriate billing period start date.
In the End field, select the appropriate billing period end date.
In the Invoice Date field, select the appropriate invoice date.
Select the Select Options button to generate the invoice.
The credit memo(s) will be created based on the selected criteria.
See also: