- Select the Simple Invoice icon, or the New Invoice icon, on the home screen.
- A new tab labeled Misc Bill will open.
Note: A user can have multiple tabs open at once.
- Select a customer by typing in their customer number or begin typing the name to select them from the drop-down menu.
- If the customer is not yet in the system, select one of the following icons to add a new customer.
- Select a Bill Date and Due Date.
Note:
The system may be set to automatically set the Due-Date to be 30, 60, or 90 days from the Bill Date.
- Select items by starting to type the item abbreviation or description, then select the item from the drop-down list. Add as many lines as needed.
- Continue by filling in the Description, Qty, Unit Amount for each line item.
- Click Save when finished.
