From the list of invoices, click the + button to create a new invoice.
The invoice that you create is a customer or supplier invoice, depending on the which list you are currently in.
- Customer invoice
Enter at least the Customer and a row of the invoice. The document date is set by default to the current date, while the Expiration date is calculated from the date of the document by adding deferred days and Month end check that rounds the expiration date to the last day of the month or before. The method, the bank, the deferment and the chargeable sales tax are applied at the moment of the choosing the Customer, taking the corresponding information specified in your records, but you can always change them.
- Supplier Invoice
Differently from the customer invoice, it is necessary to manually enter not only the Supplier and a row of the invoice, but also the number and the Expiration date.
Once the invoice is created, you can view a small review of the information at the bottom of the Invoice rows tab.
Click on the blue arrow inside the field Cancelled amount to view the list of credit notes connected to this invoice.
Click on the blue arrow inside the Tax field to see a list of the amounts of the invoice lines (or related tax amount) grouped by tax code.