This guide will show you how to:
- Raise AR Invoices & Credit Notes
- Edit the VAT amount on AR Invoices & Credit Notes
- Raise zero value AR Invoices & Credit Notes
Raise AR Invoices & Credit Notes
Access: The minimum permissions required to access the Invoices and Credit Notes page is found in the Finance module of Config > Setup > Roles and Permissions.
Go to Modules > Finance > Finance Home Page.
In Accounts Receivable select Invoices and Credit Notes.
![](https://d3kchveacp7yrb.cloudfront.net/2021/02/fwLJFxb7-image-90.png)
Select Add Invoice.
![](https://d3kchveacp7yrb.cloudfront.net/2024/02/Screenshot-2024-02-21-at-11.40.32.png)
Select your Customer from the drop-down box and complete the other details, remembering to check the Period, then select Save.
![](https://d3kchveacp7yrb.cloudfront.net/2024/02/Screenshot-2024-02-21-at-11.56.39-2000x478.png)
Select Add Detail Lines.
![](https://d3kchveacp7yrb.cloudfront.net/2024/02/Screenshot-2024-02-21-at-12.00.37.png)
Start typing the name of your Product and choose from the drop down.
![](https://d3kchveacp7yrb.cloudfront.net/2024/02/Screenshot-2024-02-21-at-12.09.12-1433x1024.png)
This will then prefill the Cost Centre and Ledger Code. Add in the details and Save (or Save and Next if you need to add other lines).
![](https://d3kchveacp7yrb.cloudfront.net/2024/02/pKQJdiEQ-Screenshot-2024-02-21-at-12.09.12-1433x1024.png)
When complete you can add any Attachments and then Authorise.
![](https://d3kchveacp7yrb.cloudfront.net/2024/02/Screenshot-2024-02-21-at-12.11.36.png)
You then have the option to Print/Dispatch the invoice – if set up to email this will go directly to the customer, otherwise you will be able to print off a PDF.
![](https://d3kchveacp7yrb.cloudfront.net/2024/02/Screenshot-2024-02-21-at-12.12.12.png)
Confirm you have got a copy of the PDF.
![](https://d3kchveacp7yrb.cloudfront.net/2021/02/Mug9mc5A-image-98.png)
Note: Remittance Advice at the bottom of the Invoice can be amended in Config > Finance > AR Configuration > Remittance Advice Parameters using the following radio buttons: Payable By Cheque, and Payable By Bank.
- Payable By Cheque – If selected, the Cheque Payable Details box is populated with the school name and address. These details are then used when printing AR Invoices.
- Payable By Bank – If selected, choose from the list of bank accounts in the Bank Name dropdown.
Edit the VAT amount on AR Invoices & Credit Notes
When selecting Add Detail Lines to add an Invoice Item, select a VAT Code that has a rate greater than zero.
Edit the VAT Amount (£). The VAT Amount (£) must be less than the Net Value (£).
Note: Hovering over the blue i icon will tell the user the value of the original VAT Amount (£).
Raise zero value AR Invoices & Credit Notes
Access: The permission required to Raise zero value customer invoices is found in the Finance module of Config > Setup > Roles and Permissions under Finance > Accounts Receivable > Invoices and Credit Notes.
Finance users with the appropriate permissions can raise zero value Invoices & Credit Notes which can be Posted and Print/Dispatched.
Note: This process will not generate a zero value Journal.