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You are able to enter the invoice area in two different ways, either by clicking on the Invoice button on the top toolbar or via the Accounts Menu. Whichever method you use you will see the View Invoices screen appear where you can now click on ADD:-
Once you have clicked on Add the following screen will appear.
| 1. | The first step now is to select either a client or a stable by clicking in the appropriate radio button. If client has been selected then a drop down box will appear and from here you can select the relevant client. |
| 2. | Now select the various dates (today's date will have automatically been entered) as will the invoice number. If you wish to change the invoice number, then you will need to go to Preferences/Accounts on the top toolbar. |
3. Now click in the horse area of the main invoice box. You will see that the horses belonging to that client are now available for selection.
4. Once you have selected the horse, tab along to the Item area and select. Assuming you have already carried out Step 2 - Add Item all your prices, tax etc will appear automatically. The quantity can be entered in the Qty box and the prices will adjust accordingly. If you wish to make manual adjustments to the price then this can be done under the Adj(+/-) box.
To add another on the invoice simply click the Add button and repeat the procedure until you have built up the invoice:-
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5. Moving down to the bottom of the invoice screen you can now deal with the discounts and mileage
You can either let the system automatically calculate these amounts for you (these will have been set up on the client record under the Extras & Financial) or you can choose to enter these yourself by clicking the Manual Entry boxes.
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Once you are satisfied with the Invoice click the Save Invoice button or click on Cancel Invoice to cancel the invoice.
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If you wish to enter a payment for this invoice click the Receive Payment
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