CREATING INVOICES ON DESKTOP

2. Select Invoice / Payments

3. Select Add Invoice

4. Enter a customer number

5. Confirm the invoice date

6. Enter the route

7. Enter Sales rep

8. Confirm Terms for customer or set terms

Optional Fields

a. PO #

b. Signature Name

c. Truck #

d. Delivered By

e. Helper

f. Pallet Count

g. Carton Count

9. Enter the items

One by One Entry

1. Select the first blank field

2. Enter or look up the item number

3. Enter the QTY

4. Verify or enter the price

5. Verify the line Type (IF using split invoice all line types must be sales or return types)

Add Multiple Items

1. Select Add Multiple Items button

2. Choose the items to add by CTRL click each item or SHIFT click each item and press select when done

3. Press Enter the QTY

4. Verify or enter the price

5. Verify the line Type (IF using split invoice all line types must be sales or return types)

Fill from Guide (Customer Product Guide must be set to Include on Invoice)

1. Press fill from Guide

2. Press Enter the QTY

3. Verify or enter the price

4. Verify the line Type (If using split invoice all line types must be sales or return types)

5. Verify tax info if customer is taxable

Verify Payment Info

1. Choose Payment type or select Pymt Button

2. Enter payment info

3. Enter Delivery Notes or Memo info

4. Print the invoice if needed

5. Press save