How do I create a new sales invoice using free text?

1. Navigate to the Transactions window
   

2. The ‘Source’ field, is defaulted in based on your user profile.
   
3. In the ‘Class’ field, select ‘invoice’ from the list
   
4. In the ‘Type’ field, select the suitable transaction type from the LOV – make sure it has an * in the name and is the correct one for your area
   
5. Click into the [] to mark the invoice for someone in particular if necessary
   
6. Click into the ‘Bill To’ address block and type in the customer name or number into the correct field, or select from the LOV
   
7. Click into the ‘Ship To’ block and add an address if needed
   
8. Click onto the ‘More’ tab and type in the purchase order number or a reference name or number
   
9. Click into the ‘Special Instructions’ field and either select one from the LOV or type in your own – these are printed on the invoice – THIS STEP IS NOT MANDATORY
   
10. Add any comments into the ‘Comments’ field – THIS STEP IS NOT MANDATORY
    
11. Click on the ‘Line Items’ button
    
12. In the line items window, type in the following information:
    1. The description
    2. The unit of measure
    3. The quantity
    4. The unit price
    5. The tax code
       
13. Click on the ‘Distributions’ button
    1. You will receive a warning message at this point asking you to ‘correct the revenue assignment’
    2. Click OK
       
14. Click on the GL Account LOV

15. Select the ‘Activity’ from the LOV
    
16. Select the ‘IE’ from the LOV
    
17. Click OK
    
18. Save your work – Ctrl+S
    
19. Close the window and you will now return to the line items screen
    
20. If you need to invoice for any other items, complete steps 10 – 16 again
    
21. Click the ‘Complete’ button to complete the invoice
    
22. Click the
    for a print preview

REMEMBER, YOU ARE JUST CHECKING THE DETAILS ON THE INVOICE ARE CORRECT, THIS IS NOT A TRUE REFLECTION OF HOW THE INVOICE WILL LOOK

23. To print the invoice, click on the ‘Actions’ menu and choose ‘print transaction’

IF YOUR PRINTER IS NOT SETUP, YOU WILL NEED TO CREATE A PDF INVOICE