How do I produce a text invoice in Platinum?
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Revision as of 12:59, 9 July 2009 by Tim Laundon (talk | contribs) (New page: {{Incomplete}} == Summary == Occasionally, you may wish to create a Free Type, or Text Invoice within Platinum. The following article explains how to do this. === In Detail === Go to "Ac...)
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Summary
Occasionally, you may wish to create a Free Type, or Text Invoice within Platinum. The following article explains how to do this.
In Detail
Go to "Accounts" -> "Sales Ledger" -> "Invoice/Credit Notes"
- In the "Account:" field, enter in the customer you wish to invoice or search for them by pressing <Ctrl+F1> and entering their name and clicking <Search>.
- In the "Sales Centre:" field, enter the centre associated with this invoice or search for it by pressing <Ctrl+F1>
- Now <F5> twice to take you to the text entry screen.
- In the "Product Description" section, enter in all relevant details of the product or services being invoiced for.
- When you have finished entering details for the invoice, press <F5> to get to the Print Details Screen, and then press <F5> once again to print the Invoice.
