Create Customer Invoice in Cloud Accounting System

Created by Shirley Choong, Modified on Sun, 31 Dec 2023 at 09:52 PM by Shirley Choong

Here is how to Create a Customer Invoice in Cloud Accounting System, one of the most common transactions related to your Customer, allows you to record your sales or revenue from your customer, and recognize your Accounts Receivable.

 

First, in the Navigation Pane, click Account Receivable then Invoices. Next, click the ‘Add’ button to create a new Invoice record.

 

Invoice Document No. is automatically generated according to the system default running number as shown.

In the Customer Invoice form, select ‘Customer’ where you can either search for the Customer Account Code or Customer Name. Once selected, the system will automatically display all the default values such as the Address, Currency, Agent and Term. Except for the Currency, all this can be modified in the actual transaction.

 

Next, indicate the Doc Date or your Transaction Date. You can either type-in directly using your keyword, or use the Date Picker to select the date. 

 

 

You can modify the default Term and Agent, and input Reference Number if there is, and Fill-in Description field with transaction particulars.

In the lower part of the screen under Details tab, search for the Revenue or Sales Account under the Account Column. Type-in your Item Description or just follow the document transaction as default and input the Item Ref No. if necessary. Next, indicate the Amount, and select the applicable Tax Code, if any.


For multiple GL Account selection, select the succeeding Accounts through the next line, and click the ‘Add Lines’ button to insert more rows.

Amount Summary breakdown is presented in the footer.

Notes Tab is provided to cater other important details for your transaction.


Once done, click SAVE.

 

Once successfully saved, GL Journals or Posted Journal Entries may be viewed by clicking this icon beside the Document Number.


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