Building Your Own Invoices:

"Management Module"

On opening the 'Invoice Details' section of the Management Module you are presented with the form shown below. This is made up of two sections accessible by using the 'tabs' at the top of the page. Section (or the first 'tab') allows you to view and build invoices to clients. The second section allows you to manually enter information from other Accounting packages about your invoices.

To create a new invoice click the 'Add New' button at the bottom of the page and all the fields will go blank. Enter the address details of who you are going to send the invoice to or load the details from your 'Contacts' list by clicking the 'Load Company' button.

Enter any 'Initial Notes' that will proceed the invoice details (on the print out) then add your individual invoice items. On each line you can add a description of the item, the quantity and the rate for the item or items. The software will automatically total these values when you move to the next line. Add a 'foot note' if required.

Finally and most importantly associate the Invoice to a Project by selecting the project name from the supplied list.

GST Values:

The GST value is summarised at the bottom of the form. The default rate is loaded when you first create the invoice. This is shown in brackets in blue text. To revise this value for a specific invoice 'double-click' the blue text and enter a new value in decimal format.

Finding Invoices:

To locate a specific invoice based on the invoice number click the 'Find Invoice' button. This will open a form listing all the current invoice numbers. Select or type in the relevant number and the software will take you to that invoice.

To step through all the invoices currently selected in the system use the navigation buttons at the bottom left pf the form.

Takes the user to the first record in the list.

Takes the user to the previous record.

Takes the user to the next record.

Takes you to the last record in the list.