Sundry Invoices - How to Create a Sundry Invoice

Go to Accounting / Receivables / Sundry Invoices/ Search Sundry Invoices
Click the CREATE A NEW SUNDRY INVOICE button
Select or enter the CLIENT that you wish to invoice
Enter the INVOICE DATE. Note that this will default to today’s date
If required you can add an INVOICE TITLE in that field
You can override the ACCOUNTING YEAR and MONTH
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
To check the client contact that the invoice will be addressed to, click on the CONTACT hyperlink at the top right of the page.
You can then assign this invoice to a different contact for that client if required.
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.
If you wish to print units and rates on the Sundry Invoice – check the box
If you wish suppress line items on the Sundry Invoice – check the box
Click the SAVE button.
The next step is to add the entry(s) or ‘line(s)’ to the invoice:

That there are two modes of entry – by default the amounts including tax are entered (see the tick box at the top of the page) – 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.
Enter or select the G/L Account number the amount being invoiced is to be credited against
Enter the line description
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
To enter more than the 5 available lines, click the MORE LINES button which will create another 5 blank lines
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
You can also allocate the line amount to an EMPLOYEE, or DEPARTMENT, by entering the code in the relevant field
If additional entry/line item information is required – click on the ‘page’ icon in the Notes column and enter notes there
If a line entry needs to be deleted, tick the box on the far left of the page and click the DELETE button
Once the invoice is complete, click the SAVE button, or click the SAVE & CLOSE button to return to the Sundry Invoices Browse