--- title: Sundry Invoices - How to Create a Sundry Invoice description: "Learn how to create a Sundry Invoice: add client, date, currency, lines, tax, and save or close your invoice in the accounting system." --- [Skip to content](https://knowledgebase.counta.com/knowledge/sundry-invoices-how-to-create-a-sundry-invoice#main-content) English Show submenu for translations ![AccountAbility\_logo\_primary\_fullcolor-1.png\]](https://knowledgebase.counta.com/hs-fs/hubfs/AccountAbility_logo_primary_fullcolor-1.png?height=40&name=AccountAbility_logo_primary_fullcolor-1.png) - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) Open main navigation Close main navigation - [COUNTA by Accountability](https://8829720.hs-sites.com/counta-by-accountability) - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [COUNTA Help Center](https://knowledgebase.counta.com/knowledge?hsLang=en) 2. [Receivables](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en) 3. [Sundry Invoices](https://knowledgebase.counta.com/knowledge/receivables?hsLang=en#sundry-invoices) October 29, 2026 # Sundry Invoices - How to Create a Sundry Invoice ## This article guides guides you on how to create a sundry invoice in Counta. ### **Step by Step Guide:** 1\. Go to Accounting \> **Receivables** \> **Client Sundry Invoices** ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/de30d57a-6703-44b6-96ca-948d39574fbb/user_cropped_screenshot_8293b7a2ab3943149e036bf3892ad3b1_text_export.jpeg) 2\. Click the **NEW INVOICE** button ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-10/7abcc263-bda2-4d99-bafa-3ee1f145073a/user_cropped_screenshot_6eb45e08f6dd42259a0f9fb2f2297693_text_export.jpeg) 3\. Select or enter the **CLIENT** that you wish to invoice ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-10/4a047e3c-411b-425b-80ca-f312b5ecbdce/user_cropped_screenshot_5c707a129ab74400bf9414a9fb4549df_text_export.jpeg) 4\. Enter the **INVOICE DATE.** Note that this will default to today’s date ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-10/2c8183d3-263b-4533-a4a9-05638bc4ceaa/user_cropped_screenshot_e10bc59842a34311b7482a282371c194_text_export.jpeg) 5\. If required you can add an **INVOICE TITLE** ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-10/ff4a4024-5ca0-4d83-9152-4780e29cd5ad/user_cropped_screenshot_fabff61c7e644efcad0dc1e1658756c6_text_export.jpeg) 6\. You can override the **ACCOUNTING YEAR** and **MONTH** ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/1b867fe3-eb47-413e-9d4c-1bf1fdb7fcff/user_cropped_screenshot_4c7d73359bf84c27afd2772994e9b017_text_export.jpeg) 7\. If you want to change the Currency from the default currency for the client or change the exchange rate that will be used to convert this invoice to local currency for accounting purposes, click on the **CURRENCY** hyperlink at the top right of the page ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-10/8d99c8f3-ec2d-4bbf-8766-35b611f1c20d/user_cropped_screenshot_129252d936ac4c5683078c97b3604c90_text_export.jpeg) 8\. To check the client contact that the invoice will be addressed to, click on the **Settings** \> **Contact**. You can then assign this invoice to a different contact for that client if required. ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/595e9508-d328-4904-b85a-1aa00ec591e9/user_cropped_screenshot_13acbcf26bc6490b8d02b1adef6cb2f6_text_export.jpeg) 9\. Change the **Payment Terms** for this invoice if required (NB the default payment terms come from the client master file and can be altered in **Master Files \> Clients**. ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/043e5374-f6d3-4663-8eba-34271aa1c937/user_cropped_screenshot_a7b20f495acf467a9b136df7161c95f9_text_export.jpeg) 10\. If you wish **suppress line** items on the Sundry Invoice – **check the box** ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-10/5a883062-23f3-485e-8c33-28dd9826d685/user_cropped_screenshot_860fc9f6f3564190a321a1e8ea179b6c_text_export.jpeg) 11\. Click the **Save** button. ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/e54c6c07-db67-41b4-baec-5184ba576dd7/user_cropped_screenshot_d599ec0afcf84969bc4d91903b4dd374_text_export.jpeg) 12\. The next step is to add the entry(s) or ‘line(s)’ to the invoice: - There are two modes of entry – by default the amounts including tax are entered (see the tick box) – in which case the amount for each entry/line is entered into the Invoice Total column. Alternatively this box can be un-ticked if you wish to enter the ‘pre-tax’ amount – the page then changes and the pre-tax amounts are entered into the ‘Rate’ column and the system will calculate the tax amount. ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-10/55d7ce18-e12b-4f2f-a998-28acea866c0c/user_cropped_screenshot_ca907160ca67402288bd89e65446fb4e_text_export.jpeg) 13\. Enter or select the **G/L Account number** the amount being invoiced is to be credited against ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/812182f0-62c0-4270-9796-f01df5fced71/user_cropped_screenshot_d0ef48e49a8244a4ad17ffdae656481e_text_export.jpeg) 14\. Enter the **line description** ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/8137889e-90f8-481c-a0d1-77cd12f85853/user_cropped_screenshot_bba0d90e83b74417b4cd89f7db5a6f0c_text_export.jpeg) 15\. Enter the **Invoice Total** (amount inclusive of tax) – alternatively if you have changed the entry mode to enter the pre-tax amount – enter this amount into the **Rate** column ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/37cea564-9536-419a-9e98-06a7f9e9082d/user_cropped_screenshot_9a028c766f3449da9246eebfae039cc9_text_export.jpeg) 16\. To enter more than the 5 available lines, click the **MORE LINES** button which will create another 5 blank lines ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/ae273e55-1700-4f23-8acd-5d2d71fc0974/user_cropped_screenshot_b962c756b0404ffa8f5c4bf5f50b8dce_text_export.jpeg) 17\. The system default calculated tax amount can be overridden by ticking the ‘Override Tax’ box – this activates the Tax amount field and makes it editable ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/94d1bd62-c86e-409f-a9e0-40d110d62a1e/user_cropped_screenshot_7ff68d08bf6c4a52b52d9adc42b09f79_text_export.jpeg) 18\. You can also allocate the line amount to an **EMPLOYEE**, or **DEPARTMENT,** by entering the code in the relevant field ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/d3da9bea-5ce8-4945-9c27-9b0fd10f0595/user_cropped_screenshot_0fa87bed64b04f08b1182c16a526154d_text_export.jpeg) 19\. ​If additional entry/line item information is required – click on the ‘**Page**’ icon in the **Notes** column and enter notes there ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/6591beba-1631-4a7f-903b-ed60b53625ef/user_cropped_screenshot_a58cf4dbe0994b9bb775fa0a42faddb8_text_export.jpeg) 20\. If a line entry needs to be deleted, tick the box on the far left of the page and click the **DELETE** button ![](https://colony-recorder.s3.us-west-1.amazonaws.com/files/2025-10-14/539aa82b-b015-428d-958e-8c0169e1798a/user_cropped_screenshot_d8f0c2c78d444d869bdaa866503cffd8_text_export.jpeg) 21\. 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