Invoice Entry Form — Overview

Use the Invoice Entry form to:

• Enter and post invoices.

• Enter prepayments for invoices.

• Export invoices.

• Print receipts (for prepayments) and invoices immediately after posting.

• If you use Payment Processing, process or void a credit card prepayment for an invoice.

For information about a tab, click the corresponding link, below:

For help on the buttons that appear on the Invoice Entry form, click the following links:

For help on particular tasks, choose one of the following topics:

• Assign Lot Numbers or Serial Numbers to an O/E Invoice

• Change payment terms

• Change tax information

• Edit currency exchange rates

• Edit sales splits

• Enter a prepayment

• Enter taxes manually

• Export invoices

• Invoice a shipment

• Print invoices

• Process a credit card prepayment

• Void a credit card prepayment

Double-click the Invoice Entry icon in the O/E Transactions folder to add or edit orders and to create invoices.

For help on the Invoice Entry popup forms (not the Serialized Inventory popups), choose from the following:

• Customer Bill-To Address

• Customer Ship-To Address

• Item / Taxes Form

Use the buttons on the form to:

• Post the displayed order or invoice.

• Open the detail form (Item/Tax...).

• Close the Invoice Entry form or a “zoomed” form.

To get help on fields and buttons in the Invoice Entry form, click the Field List button at the top of this Help page.

See also

Credit/Debit Note Entry — overview

Viewing Posted Invoices