Working with Invoices


Working with Invoices (6437)






Invoices represent actual sales to customers and record the shipment of items. Dollar amounts are posted into your accounting system and item quantities decrease the quantity on hand for the item.

Every invoice has its own window, which can show different kinds of information.

Click the Invoice tab to enter or view basic information about the customer and items in the invoice. This is the information you see when you open an invoice.

Click the Expanded tab to enter or view basic information about the customer and items in the invoice. This is the information you see when you open an invoice.

Click the Profitability tab to see how the terms of an invoice affect your bottom line. You can adjust prices and profit levels to ensure that both your needs and the customer's are met.

Click the Payments tab to receive new payments, see the payments already made, and view the balance due. This information is updated automatically as you record customer payments.

Click the Category tab to view and change category information for the invoice.



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