How to Create Invoices

Creating an invoice is done from the Point of Sale menu option. To create an invoice complete the following steps:

1. Select the following menu path: Point of Sale > New Sale (or press Ctrl-F2 for the keyboard shortcut)
   
2. The New Invoice dialog box appears similar to the figure below:
   
3. In the Clerk: field enter a clerk number, or user name, or use the drop-down menu to select a user.
4. In the Invoice Type: field enter the invoice type by selecting it from the drop-down list or by typing the letter corresponding to the invoice type i.e. C (Cash Sale), A (Accounts Receivable), W (Work Order), etc. The system can be set up to have a default type appear automatically.

Note: If this is a simple cash sale and you do not want to record the customer name with the sale details click [Quick Cash] on the lower left area of the New Invoice dialog box to open the Quick Cash input screen:

5. Identify the customer with any of the following methods:
6. enter the last 4 digits of the customer's telephone number or
7. click [Find Customer] to search for the customer record if they are in the customer database or
8. type the last name or business name in the Customer: box or
9. add a new customer by clicking [New Customer] to open a blank record and enter the pertinent information.
10. Click [OK]to continue:

6. The Items page of the invoice appears similar to the figure below:
   
7. Add the items the customer is purchasing to the invoice with any of the following methods:
8. type the part number of the item in the Item Number column of the invoice
9. type the first word of the description in the Description column of the invoice
10. scan the barcode of the item with a barcode scanner (if you are using barcodes)
11. click [Add Item] on the toolbar of the invoice:

    

8. If you click [Add Item] the Part Find dialog box shown below appears. Use any of the search fields to find the items being purchased.
   
   
9. Once selected the items are added to the Items page of the invoice as shown in the example below:
10. When all the items have been added to the invoice it can be tendered by any of the following methods:
11. Press the Esc key on the keyboard
12. Press F10 on the keyboard
13. Click [Tender]:
    

11. The Tender page appears. The figure below shows the local currency as well as a foreign currency which was set up in the Setup Wizard:
    
    
12. Select the tender type and then:
13. press Esc to automatically fill in the amount
14. or double-click the tender field to automatically fill in the amount
15. or type in the amount and press Enter

13. Press Esc or click [Save] to print the invoice. The appropriate receipt or invoice form can print automatically, or a selection of choices can be presented similar to the example shown below: