1. At the Customer field, enter the six-character customer ID code for the hand prepared invoice.
If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID Code.
The account balance and invoice date will automatically default into the appropriate fields.
2. At the Invoice Date field, enter the date of the invoice or accept the system default (today's date).
3. Enter the invoice number in the Invoice Number field.
4. Enter the amount of the invoice.
5. The Account Number field (with cost center) will default based on the sales account set in Ledger Options. If you would like to enter a different account and/or cost center, press F4 to display a list of cost centers. Once you have chosen an account, choose a cost center.
6. If the Sales Rep Commissions field is set to yes (Y=yes) in Ledger Options the sales rep associated with the customer will default into the Sales Rep field. If you would like to enter a different sales rep, select F3 to display a Select A Sales Rep window where you can select a sales rep from a list of sales reps.
7. If brokers are being used, the broker associated with the invoice will default into the broker field. If you want to enter a different broker, press F3 to display a Select A Broker window where you can select a broker from a list of brokers.
8. Command options will appear:
Select Add. The hand prepared invoice has now been added.
For more information on the Hand Prepared Invoices option see Hand Prepared Invoices.
Security Required : Receivables - Receivable Adjustments
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