Difference between revisions of "How do I create regular invoices?"
From Catalyst
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{{Review}} | {{Review}} | ||
== Summary == | == Summary == | ||
| − | The following article explains how to create invoices within Platinum which will be produced on a regular | + | The following article explains how to create invoices within Platinum which will be produced on a regular basis such as for storage or rental. |
== More Information == | == More Information == | ||
| − | * Go to {{Menu|Accounts| | + | * Go to {{Menu|Accounts|{{SL}}|Regular Invoicing}}. |
| − | * For creating and editing regular invoices choose {{ | + | * For creating and editing regular invoices, choose {{Menu|Add or Edit Regular Invoices}}. |
| + | * To view a list of invoices to be produced, choose {{Menu|Review/Produce Regular Invoices}}. | ||
=== Creating Regular Invoices === | === Creating Regular Invoices === | ||
| − | * In {{ | + | * In {{Menu|Add or Edit Regular Invoices}}, click on {{Button|Add}} or press {{KeyPress|F6}}. |
| − | * In the {{DataPrompt|Account}} field enter the | + | * In the {{DataPrompt|Account}} field, enter the customer's account code or [[Do I have to remember all these Account Codes?|search]] for the customer. |
| − | * In the {{DataPrompt|Description}} field enter a description that relates to the invoice you are posting. This is what you will see when you view "Customer History" so it should be used to identify the nature of the transaction, e.g. 'Rental' or 'Storage' | + | * In the {{DataPrompt|Description}} field, enter a description that relates to the invoice you are posting. This is what you will see when you view "Customer History" so it should be used to identify the nature of the transaction, e.g. 'Rental' or 'Storage'. |
| − | * On the {{ | + | * On the {{Tab|Regular}} tab, click on the {{DataPrompt|Template}} field and enter the template code for the regular invoice or press {{KeyPress|C-F1}} to bring up the {{DataValue|Invoice Template Search}} window. Enter the description of a template in the {{DataPrompt|Filter on}} field and click {{Button|Search}} or leave the {{DataPrompt|Filter on}} field blank and press {{KeyPress|Enter}} to view a list of all existing templates. |
| − | **If you have not | + | **If you have not yet set up any invoice templates, from the {{DataPrompt|Invoice Template Search}} window click on {{Button|Add}}. |
| − | **In the {{DataPrompt|Invoice Template}} field enter a | + | **In the {{DataPrompt|Invoice Template}} field, enter a code for the template and press {{Button|Enter}}. |
| − | **In the {{DataPrompt|Description}} field enter a brief description for this invoice template e.g. 'Monthly Storage Charge'. | + | **In the {{DataPrompt|Description}} field, enter a brief description for this invoice template, e.g. 'Monthly Storage Charge'. |
| − | **On the {{ | + | **On the {{Tab|Template Text}} tab, enter in the text that you wish to appear on the invoice. For any lines that will include a value, enter a sales centre, the appropriate V.A.T. Rate and the Nett value. |
| − | **Once all details have been entered click | + | **Once all details have been entered, click {{Button|Done}} and {{Button|Accept}} to return to the Regular Invoice Properties. |
*If the invoice is to be produced indefinitely leave the {{DataPrompt|Expiry}} field as {{DataValue|00/00/0000}}, otherwise enter an expiry date. | *If the invoice is to be produced indefinitely leave the {{DataPrompt|Expiry}} field as {{DataValue|00/00/0000}}, otherwise enter an expiry date. | ||
| − | *The system will default to | + | *The system will default to producing the invoice monthly. If this needs to be changed, enter how often the invoice needs to be produced in days, months or on a particular day of a week. |
| − | *If the invoice is due regularly in days or months enter the next due date in the {{DataPrompt|Due}} field. | + | *If the invoice is due regularly in days or months, enter the next due date in the {{DataPrompt|Due}} field. |
*Click {{Button|Done}} and {{Button|Accept}} to save the regular invoice. | *Click {{Button|Done}} and {{Button|Accept}} to save the regular invoice. | ||
=== Producing Regular Invoices === | === Producing Regular Invoices === | ||
| − | *From the {{ | + | *From the {{Menu|Regular Invoicing}} menu, click {{Menu|Review/Produce Regular Invoices}} to see the list of invoices which are due. |
| − | *To view the details of an invoice click on the invoice line and press {{KeyPress|S-F2}}. | + | *To view the details of an invoice, click on the invoice line and press {{KeyPress|S-F2}}. |
| − | *By default the system will select all invoices to be produced. If you wish to | + | *By default the system will select all invoices to be produced. If you only wish to produce a particular invoice, click on the invoice line and press {{KeyPress|F5}} to tag or untag the line. |
*Click {{Button|Print}} to print the due invoices. | *Click {{Button|Print}} to print the due invoices. | ||
| Line 31: | Line 32: | ||
*[[How do I Produce a Text Invoice in Platinum?]] | *[[How do I Produce a Text Invoice in Platinum?]] | ||
| − | {{KB_Tags|regular, invoice, invoicing, }}{{KB_SL}} | + | {{KB_Tags|regular, invoice, invoicing, }}{{KB_SL}}{{ZN_Accounts}} |
Revision as of 12:58, 10 August 2010
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Contents
Summary
The following article explains how to create invoices within Platinum which will be produced on a regular basis such as for storage or rental.
More Information
- Go to " Accounts Sales Ledger Regular Invoicing".
- For creating and editing regular invoices, choose " Add or Edit Regular Invoices".
- To view a list of invoices to be produced, choose " Review/Produce Regular Invoices".
Creating Regular Invoices
- In " Add or Edit Regular Invoices", click on [Add] or press <F6>.
- In the "Account" field, enter the customer's account code or search for the customer.
- In the "Description" field, enter a description that relates to the invoice you are posting. This is what you will see when you view "Customer History" so it should be used to identify the nature of the transaction, e.g. 'Rental' or 'Storage'.
- On the [Regular] tab, click on the "Template" field and enter the template code for the regular invoice or press <Ctrl+F1> to bring up the 'Invoice Template Search' window. Enter the description of a template in the "Filter on" field and click [Search] or leave the "Filter on" field blank and press <Enter> to view a list of all existing templates.
- If you have not yet set up any invoice templates, from the "Invoice Template Search" window click on [Add].
- In the "Invoice Template" field, enter a code for the template and press [Enter].
- In the "Description" field, enter a brief description for this invoice template, e.g. 'Monthly Storage Charge'.
- On the [Template Text] tab, enter in the text that you wish to appear on the invoice. For any lines that will include a value, enter a sales centre, the appropriate V.A.T. Rate and the Nett value.
- Once all details have been entered, click [Done] and [Accept] to return to the Regular Invoice Properties.
- If the invoice is to be produced indefinitely leave the "Expiry" field as '00/00/0000', otherwise enter an expiry date.
- The system will default to producing the invoice monthly. If this needs to be changed, enter how often the invoice needs to be produced in days, months or on a particular day of a week.
- If the invoice is due regularly in days or months, enter the next due date in the "Due" field.
- Click [Done] and [Accept] to save the regular invoice.
Producing Regular Invoices
- From the " Regular Invoicing" menu, click " Review/Produce Regular Invoices" to see the list of invoices which are due.
- To view the details of an invoice, click on the invoice line and press <Shift+F2>.
- By default the system will select all invoices to be produced. If you only wish to produce a particular invoice, click on the invoice line and press <F5> to tag or untag the line.
- Click [Print] to print the due invoices.
See also
