Using the Detail tab in the Enter Invoices screen

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the Detail tab of the Enter Invoices screen to enter individual customer invoice and credit memo transactions and to add more detail to transactions that were entered in the Rapid tab. You can also view the payments that have been applied to this transaction.

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

    Notes

    • By default, the Detail tab includes only the first 50 transactions. If the client has more than 50 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. Click the Add button to open a new transaction record.
  3. In the Transaction Detail section, select the applicable transaction type, customer, journal, posting period, and AR account.

    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) in the Customer ID field without selecting a customer.

  4. Enter a transaction date or use one of the date entry shortcuts.
  5. In the Items tab, select the items to include on the invoice. The drop-down list in the Item column includes all Item, Service, Other Charge, Group, and Discount items that were set up in the Setup > Invoice Items screen for this client.
  6. For each invoice 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.

    Note: 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.

  7. If any of the items on the invoice are taxable, select the applicable Sales tax item. Accounting CS calculates the tax for all items on the invoice that have a tax status of Taxable or Additional. The drop-down list in the Sales tax item field includes all Sales Tax and Sales Tax Group type items that were set up for this client in the Invoice Items screen.
  8. If you will be shipping any of the items on the invoice, click the Shipping tab. Select the address in the Ship to field to which the items will be shipped, the applicable shipping item, and the shipping date.

    Notes

    • The drop-down list for the Shipping item field includes all Shipping type items that were set up for this client in the Invoice Items screen.
    • If you specified a percentage or amount for the selected shipping item, the application calculates the shipping amount for you. However, you can override that amount if needed.
  9. Click Enter to save the transaction.

See also

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