Creating an Invoice

Select the Invoice button to create a new invoice.  The invoice window will open displaying the last invoice viewed/created, select the + at the top of the window, the New Invoice window will open where all the detail relating to the customer can be entered using the search buttons.  Use the drop down date picker to insert the Invoice and Invoice due date, select the relevant radio button for Invoice, Credit Note or Proforma.

The contact will be populated from the customer record if the Main Invoice contact has been applied.

The invoice will now open with the customer detail ready for the batches to be added.  Use the Add Batch button to open the add batch picking list for this customer.

Multiple lines can be selected using CTRL or Shift keys, select the OK button to continue adding these lines to the invoice.

If the batch had a delivery charge already applied at the works order stage this will appear as a separate line under the works order detail.

Print Invoice

Select the Actions button or right click to open further menu options.

Select Print Invoice, the print preview will open, use the print icon in top left to print invoice.

Close the window to receive a prompt to email the document