Accounts Receivable                     Miscellaneous Invoicing                     How to Create a Miscellaneous Invoice from Accounts Receivable

How to Create a Miscellaneous Invoice from Accounts Receivable

To create a Miscellaneous Invoice beginning from the Accounts Receivable menu, follow the instructions below.

1.   Navigate to the Accounts Receivable/Invoicing menu option from the main application menu tree.  A blank Invoice form will be displayed.  The User will need to populate all required fields on the form before being able to post the Miscellaneous Invoice to the customer account.

2.   Fill in the Invoice Header – Fill in the necessary fields of the invoice header as described in Miscellaneous Invoice Form Definitions.

3.  Invoice Body - Select Items and/or Parts – If invoicing the customer for Items, select the item and enter the quantity and rate.  If the Item selected is for a recurring type of service, a form will be displayed to enter the period of time for which the Item is being invoiced along with the billing cycle and monthly rate.  Continue to the next Item line for additional Items being invoiced.

If invoicing the customer for Parts, navigate to the Parts tab and either type in the exact part number or click the part search button located in the right of the Part field.  Enter the quantities and rates.  Continue to the next Part line for additional Parts being invoiced.

4.  Invoice Footer – Select the Invoice Description from the drop-down list.  The Contact Name field is optional.  If a name is manually typed into this field or a Contact Name is selected from the drop-down list, this name will print on the customer invoice.  In the Memo field the User may type up to 256 characters of information that will print on the customer invoice.

5.  Post the Invoice – When finished filling in all required information, click the Save button located at the lower right of the invoice form.  Clicking the Save button will post the invoice to the General Ledger and appear on the customer invoice list within the Customer Explorer.

FRM 4034-1