|
Invoices |
Top Previous Next |
|
Invoices Assigning Invoice Numbers Adding New Invoice Field Labels View an Invoice Print Invoice Exit Invoice Menu
Unique automatically assigns an invoice account number every time a new account is created, which can be changed.
To set this number before an invoice is added:
Select Misc/Next Invoice # from the Accounts Payable menu.
Enter the invoice number you want assigned to the next new invoice. After the invoice is added, Unique will increment this number in preparation for the next invoice.
The invoice num-ber assigned to an invoice can be changed at any time after the account has been added.
Once you've added accounts to the Accounts Receivable file, you will want to add in invoices for the amounts you are owed by those clients.
Invoices can be added in through the Sales Register or through the Accounts Receivable menu.
To add in a new invoice through Accounts Receivable:
select Invoice then the Add button from the Accounts Receivable menu.
A blank invoice is displayed to be fill-in. Note that some of the fields may already have some information automatically entered by Unique.
Invoice Invoice Number.
Date Date of Invoice.
Reference Client reference for the invoice.
Terms Payment terms.
Due Date Date payment is due.
MEMO Reference notes for the invoice.
Inv Total The total amount of the invoice.
Sales Tax Sales tax rate where applicable
Paid Amount of the invoice total that has been paid.
Still Due Amount still due on the invoice.
The fields that are automatically filled in by Unique are the Invoice Number and the Invoice Date. You can then change this information at any time.
The Paid and Still Due fields cannot be edited. They are updated by Unique when payment is received for the account.
What happens when an invoice has already been entered in the system and you want to change it? Unique allows you to edit and make changes to your unpaid invoices at any time.
On the bottom half of the screen is a listing of the open invoices for the displayed account (open invoices are invoices that still have an amount due on them.
Once an invoice has been completely paid it is "closed" and removed from the system).
To edit one of the listed invoices :
Select Invoice/Edit Invoice from the Accounts Receivable menu. Select the edit button and the Open Invoice heading in the middle of the screen changes to Edit Invoice and a highlight bar appears on the first invoice listed.
Editing Invoices:
Use the scroll bar and highlight the desired invoice. When the invoice you want is highlighted, select the Edit Button key to edit the invoice.
If you only want to view the invoice (i.e., look at its contents but not make any changes), select Ok to.
After you have finished viewing the invoice.
To print the highlighted invoice: Select Print .
The invoice is displayed and you are asked if it is the correct invoice. If it is, answer YES and put the invoice forms in the printer.
Make sure the printer is turned on and the "on-line" light is lit. Answer YES when you are asked if the printer is ready and the invoice will be printed.
To print more than one invoice at a time, see Printing Multiple Invoices
When you have finished changing or printing invoices for the displayed account, select exit to quit out of the Invoice Edit menu.
To delete one of the listed invoices from an account:
Select Invoice from the Account Menu .
The Open Invoice heading in the middle of the screen will change to Delete Invoice . Select the delete button and the invoice will be deleted from the system.
|