Creating a New Sales Invoice Transaction

  • Go to Accounts > Sales Ledger > Sales Invoices in the main menu bar.
  • In the Hot Area of the screen, click on the New Button in the Navigation Toolbar at the top.
  • A window will open with of a list of the Events/Publications set up, choose the appropriate one for the transaction you are creating.
  • In the Transaction Type field, search for the transaction type you wish to use, this is defaulted to SINV - Sales Invoice. For more information on transaction types, see Transaction Types.
  • The home currency button can be used to switch between viewing values in the home or secondary currency.
  • The transaction date, year and period will be automatically filled in by the system but may be changed. The Period can be different to the date if necessary.
  • Click the green tick button to confirm and expand to the main transaction window.
  • In the Company Code field Search for the company you wish to link the transaction to and in the field next to this you can search for a contact code.
  • In the next three fields, enter the required information. The data entered here will depend upon the transaction type chosen.
  • The Due Date will be entered automatically from the payment terms of the customer or event.
  • In the Method field, search for a payment method for the transaction, e.g. V-Visa. Click on the expand button to enter additional payment details.
  • In the Secondary Currency field, choose the relevant currency if appropriate. The exchange rate will already be entered as denoted in the Adding and Deleting Currencies window or the Event/Publication Set up.

You are now ready to enter Transaction Lines.

  • Click the New button to the left of the grid. This will open the transaction line entry fields.
  • The line number box will appear, containing the next available line number. Click the tick button to accept this number.
  • In the Item Code field, Search for the item of stock you require. A description of the item will then be displayed in the field below. For more information see Setting up Items (Events) or Setting up Items (Publications)
  • In the Total Quantity field, enter how many you require.
  • The Nominal and Cost code fields will automatically be entered dependent upon what has been set up already for the item. These can be changed if necessary.
  • The Vat Code, Goods, Vat and Total fields will automatically contain values taken from item data and the quantities given above.
  • Click the Done button to return to the main page.
  • You can add a communication regarding this transaction by clicking on the Communications button in the top left hand corner of the screen.
  • Save any changes by ticking on the green tick button.

For more information on the fields of the Transactions window, see the Sales Invoice Transactions help page.