Manual:Accounts Receivable: Difference between revisions
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===Enter an Invoice=== | ===Enter an Invoice=== | ||
:- '''Menu Location:''' AR / Invoice (the last invoice entered is displayed) | :- '''Menu Location:''' AR / Invoice (the last invoice entered is displayed) | ||
:# Select | :# Select [[File:AR_Email_Invoice.png]] from the Toolbar | ||
:# Enter Bill To Company | :# Enter Bill To Company | ||
::# Enter Ship To Company if different from Bill To Company | ::# Enter Ship To Company if different from Bill To Company | ||
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===Create an Invoice from an Existing Quote=== | ===Create an Invoice from an Existing Quote=== | ||
:- '''Menu Location:''' AR / Invoice | :- '''Menu Location:''' AR / Invoice | ||
::1. To Select an existing Quote, click | ::1. To Select an existing Quote, click [[File:Select_Quote.png]] | ||
::2. To select an existing Order, click Select Order | ::2. To select an existing Order, click [[File:Select Order.png]] | ||
:::* Information will auto-populate from existing Quote or Order and fields can be updated as necessary; OR enter invoice manually: | :::* Information will auto-populate from existing Quote or Order and fields can be updated as necessary; OR enter invoice manually: | ||
::::a. Enter Date (typically the date of Sale) | ::::a. Enter Date (typically the date of Sale) | ||