How do I produce a text invoice in Platinum?

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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.

See also

Posting Payments Received

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Keywords AND Misspellings
text, free type
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