Entering a Sale Invoice for a non-stock item.

The procedure for entering a Sales Invoice for a non-stock item is as follows:

1. Select a customer, by either entering in the name, clicking on the ? button and selecting, or click on customer and use the [up/down arrow keys] to select.

   For regular customers, all details should have previously been set up under Customer Maintenance <CM>. For a new or rarely used customer, ensure that the Group Type for Tax and Currency have been set up correctly under <CM>.

2. Add [INS] to enter a new invoice.
3. Date. Will default to the current date. To change the day use the [up/down arrow keys]. To change the month, use the [up/down arrow keys + shift key].
4. Tax Invoice Number. This will be automatically allocated once the Sale Invoice is completed.
5. Enter the following details:
   • Type. For a non stock item, select GL (General Ledger) by clicking on the down arrow key and click to highlight.

     (The invoice can be formatted further by selecting the 'Comment' option on another line, and entering in any relevant headings).

   • Code. Enter the General Ledger code. eg. 1000 – Sales. To locate an unknown General Ledger code use the [up/down arrow keys + shift key] to select.
   • Amount. Enter the net amount exclusive of GST.
   • Note. Enter if required. If more space is necessary, use the [F4 + shift key].
   • Discount. If required, click on the up/down arrow button at the bottom right of your screen. This will enable a discount percentage or amount to be entered.

See below for a demonstration of the above procedure

4. Process [F9] and select from the following options:

• Process, by completing immediately.The invoice will be confirmed and completed and cannot be edited. The automatic journal will also be completed.

Debit Accounts Receivable (Debtors)

Credit GST

Credit Sales

And, also in this case,

Debit Discount Allowed

• Process but do not complete immediately. The invoice will be confirmed, and will be unable to be edited by the creation of another version of the transaction. No journals will be completed.
• Hold. The invoice will remain in a 'Planned' state and will be able to be edited.
• Delete

  (NB. The Sales Invoice may also be cancelled at any time before processing [F9], by clicking on the Withdraw [Esc] button).

  The invoice may be printed out before completing immediately, either to the screen or to a selected printer.