Enter Invoices screen

Alerts and notices

Use the Enter Invoices screen to enter, modify, void, and delete invoice and credit memo transactions to include on customer invoices. If you assessed any finance charges in the Actions > Assess Finance Charges screen, those transactions will be included in this screen for you to include on customer statements. You can use this screen to also print invoices for individual customers.

Choose Actions > Enter Invoices.

Tabbed pages in this screen

Rapid tab

Detail tab

Fields & buttons

The Enter Invoices screen includes a search and filter fields to help you navigate the list of transactions.

  • Use the Search field in the upper-left corner of the screen to search for a particular transaction. See Searching and filtering data for additional information.
  • Use the Primary filter field is in the upper-right corner of the screen to limit the transactions to current period transactions only, open balance transactions only, or both.
  • Use the Filter field in the upper-left corner of the screen. Click the Filter button button to specify filter criteria. See Searching and filtering data for additional information.

By default, the Enter Invoices screen includes only the first 50 transaction records. (In the Rapid tab, the grid displays the first 49 transactions plus a blank row for adding a new transaction.) 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.

The status bar at the bottom of the Enter Invoices screen displays the status of the selected transaction - Unprinted, Printed, Historical, or Voided.

  • Add. This button is available only when the Detail tab is active. Click the Add button to add a new invoice record.
  • Delete. Click the Delete button to delete the selected invoice, credit memo, or finance charge transaction.
  • Void. Click the Void button to void the selected transaction. Accounting CS enters a **VOID** notation in the Balance Due column for that transaction.

Note: If any payments have been applied to the selected invoice or credit memo via the Manage Customer Payments screen or the Apply Customer Payments screen, the application will unapply those payments when you void or delete the invoice or credit memo.

Related topics

Accounts Receivable service, overview

Setting up invoice items

Enter Invoices Options dialog

Entering customer invoices

Entering dates in Accounting CS

Printing customer invoices

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