Create a Manual Invoice
- On a Customer record, click on the Invoices tab
- Click the ADD icon and select “Create a New Invoice.” An invoice will be created and open in a new tab. Note: alternatively, you may select “Create a Tax Only Invoice/Credit,” “Create a New Credit,” or “Create a Master Invoice for Selected” depending on your needs.
- On the new Invoice, click on the Line Items tab and put the form in EDIT mode
- Click the Line Items grid ADD icon and select the Type of Item you wish to add. Alternatively, you may add a new Line Item using the Find Products icon to the left of the grid.
- After adding a Line Item to the grid, The Sequence (Seq.), Quantity (Qty), Print checkbox (Prt.), Price, and Description may be edited directly in the Line Items grid by doubling clicking within a cell.
- Click the SAVE button on the Invoice. The Invoice Type will be set to Manual, and on the Customer record > Invoices tab, the new Invoice will appear in the grid.