AR Invoice Entry

[AR] Getting to AR Invoice Entry


Enter “n” or “+” into Seq# to create a new Invoice

Click into Customer and press F4

Select Transaction Type (Usually Invoice)

- Invoice: use when entering invoices

- Adjustment: use to post an amendment to an existing invoice

- Credit Memo: use to credit amounts of an existing invoice

- Write Off: use to write-off amounts of an invoice for which payment cannot be collected


Invoice # should auto populate to next available, you can overwrite it if there is a specific number you need added

Description - enter the invoice description

Enter customer reference if there is a PO or specific number needed on the billing.

If this is a job invoice press F4 to select the contract - if not, don't put in a contract

Enter invoice date and due date.

Enter discount date if applicable. 

Hit the two arrows or anywhere in the bottom section to move on to the next part 

Enter “+” or “new” in the AR Line to create a new line.

Enter information below
(you can break this out)

Enter the Type

1. C - Contract: use if the invoice is part of a specific contract and the contract is specified in the top section. 

2. M - Material: use if the invoice is for material that was sold

3. O - Other: use for any other types of invoices

C - Contract Invoice

C1: Enter the contract item and all other necessary information

M - Material Invoice

M1: Enter what type of material and all other necessary information including the GL Account that the invoice should be coded to. 

O - Other Invoice

O1: Enter the GL Account and all other necessary information

Click Save

File process validate and post batch