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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 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.
Click the Print button to print the selected invoice. Accounting CS opens the Print dialog, where you can choose the print options for the selected invoice.