Using the Rapid tab in the Enter Invoices screen

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Use the Rapid tab of the Enter Invoices screen to quickly enter multiple customer invoices and/or credit memo transactions in a grid view.

  1. Choose Actions > Enter Invoices and click the Rapid tab.


    • By default, the Rapid tab includes only the first 49 transactions plus a blank row for adding new transactions. If the client has more than 49 transactions, the application displays a "Results Limited" notation in the upper-left corner of the screen and a Get More Items button in the upper-right corner of the screen. Click the Get More Items button to retrieve the next 50 transactions for this client
    • You can use the search and filter fields in the upper-left corner of the screen to search for a particular transaction or to apply specific filter criteria to the list of transactions. See Searching and filtering data for details.
  2. In the first blank line in the grid, select the transaction type in the Type column.
  3. Accounting CS automatically fills in the journal and posting period. It also automatically enters the current date in the Date and Due Date columns. You can override any of these fields as necessary.
  4. Select the customer in the Customer ID field; the application automatically enters the customer description in the Customer column.

    Note: To use the same customer as the last saved transaction, press TAB (or ENTER, if you marked the Use Enter key to move between fields checkbox in the Setup > User Preferences dialog) without selecting a customer.

  5. In the Invoice Items grid for that transaction row, select the invoice items to include on the transaction. For each item, specify the quantity. The application automatically fills in the price and tax status. It also calculates the amount based on the quantity and price.


    • Although the grid does not display the Sales Tax and Shipping selections, the application automatically applies the selections from the customer record.
    • By default, Accounting CS uses the tax status selected for this item in the Setup > Invoice Items screen. Or if this is a tax exempt customer (one with a value entered in the Tax exempt # field in the customer record), the application uses Non-tax by default. If applicable, you can select a different tax status that applies to this invoice only.
  6. After you finish selecting all invoice items for a transaction, you can enter another transaction record by tabbing through the fields on a blank row in the Invoice Items grid or by selecting a transaction type in the next transaction row.
  7. To add more details to the transaction or to view payments that have been applied to any of the invoice or credit memo transactions, click the Detail tab.

Related topics

Printing customer invoices

Unapplying payments from a customer invoice

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