To open the Customer Batch Invoicing Form
Accounting --> Payables--> Vendor Batch Invoicing
- Enter all fields at the top of the form
- Name = The Name of the template i.e. Postage
- Fund = General/Operating
- Date = Date you want the invoice to be posted
- Reference= What you would like to appear on the printed Chq (Required field)
- Add Invoice lines to the grid
- Click into the Grid and enter a contact name
- Click below to enter the second Vendor
- Repeat until all the Vendors are added
You can use our Default functionality if all invoices will use the same accounts, or other fields.
To Use Defaults for all the Invoice Lines
- Click on the Action button at the bottom of the grid and choose Apply Defaults
- You can add the same Item, Description, Account, and Payment Term to each Invoice line
- You can add the same amount to all Invoice lines
- You can divide the total amount amongst all Invoice lines
- Apply or not Apply Tax to all Invoice lines
- Once the Defaults are set click Apply
- All your Invoice lines will be updated with the defaults you have selected
Once your Template is accurate Hit the Save Button and the Template will be saved for future use.
To Post This Template click the post button and it will post all the invoices.
You can see a history of this templates use and all Vendor Invoices posted on the History Tab.
To manually enter amounts in the Invoice lines you must enter each field individually
- Description = Description of the Invoice
- Account = Should default to the Vendor Account being invoiced
- if the vendor does not have a default account it will need to be entered manually
- Choose GST/HST or Non-Taxable
- Enter the Subtotal for that Invoice
- Modify the GST/HST if applicable
- Enter a Payment Term
- Repeat for every invoice line
Comments