How do I produce a text invoice in Platinum?
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Revision as of 14:43, 17 August 2015 by Charles Allison (talk | contribs)
Summary
The following article explains how to create a Free Type, or Text Invoice/Credit within Platinum, e.g. to account for the VAT in Deposits, Storage Charges, Subscription Charges and other sundry items.
More Information
Follow these instructions to create a Free Type Invoice or Credit Note. If you will be producing invoices on a regular basis please see How do I Create Regular Invoices?.
Go to " Accounts\Systems Sales Ledger Invoice/Credit Notes".
- Choose 'Invoice or Credit Note' from the "Doc Type:" drop down menu.
- The "Date" will default to your System Date, change this if necessary.
- Enter the appropriate Customer Account or press <C+F1> to search or create an account code.
 | If you choose 'Credit', the [Document to Credit Selection] box will pop up if there are outstanding invoices on the Customer's Account. To link a credit to a specific invoice, click on that invoice in the list and click [Choose]. Alternatively choose 'Unallocated' to post an unallocated credit. |
- The "Doc No." will be filled in for you.
- To apply one "Def. V.A.T." Rate to the whole Invoice/Credit you can select it here.
- In the "Def. Centre" field, enter the Sales Centre associated with this Invoice/Credit or search for it by pressing <Ctrl+F1>.
| As you enter the details of the Invoice/Credit Note you will be able to enter different Sales Centres and V.A.T. Rates for each line of text. |
- Enter a relevant comment e.g. 'STORAGE'. 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. 'Deposit VAT' or 'Storage'.
- Click [Next] to move onto the [Text] tab.
- In "Product Description:", enter the details of the product or services being invoiced or credited. You may enter text on several lines without entering any prices or quantities.
- Fill in the following fields for the lines they apply to:
| Enter all amounts as positive values. If you are creating a Credit Note the system will automatically post the values as negative amounts to the Sales Ledger. |
- "Line Total" - Enter the Nett amount to apply to the line. If you enter a V.A.T. Inclusive price, press <F6> to calculate the Nett amount.
- "Quantity" - Enter the quantity, if applicable.
- "Unit Price" - The Nett Unit Price will be multiplied by the Quantity to give the Line Total
- "V.A.T. Rate" - From the drop down menu, select the rate to apply to this line.
- "Centre" - To apply one Sales Centre to the line, enter the code to use or click <Ctrl+F1> to Search for a Centre. To apply multiple Centres, press <F2>. Enter the Centres and amounts to allocate to each in the [Multiple Centre Allocation] box. Click [Close] when you have entered all applicable Centres.
- Click [Next] to move onto the [Summary] tab.
- If you need to enter "Carriage", apply a "Discount" or edit the VAT amounts, click in the relevant box.
- Check the 'Totals' are correct. If you need to make any changes, click the [Previous] button.
- Click [Print] to print the Invoice/Credit Note.
- Check the printout. If you need to make any changes, click [Edit] else click [Accept] to save the Invoice/Credit Note.
See also
- How do I Create Regular Invoices?
- How do I Find a Customer?
- How do I Account for Vat on Vehicle Deposits?
- How do I Create a V.A.T. Only Transaction?
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