In this guide, we show How to Raise an Invoice in Accounts Receivable in the Finance Module.
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.
This Guide forms part of the ACCOUNTS RECEIVABLE USER GUIDE and CENTRAL PAYMENTS AND RECEIPTS USER GUIDE. Click on the link to see Related Guides.
To begin, go to Modules > Finance > Finance Home Page > Accounts Receivable > Invoices & Credit Notes.
Click on Add Invoice.
Select the Customer from the drop-down box and complete the other details, remembering to check the Period, then click Save.
Select Add Detail Lines.
Use the drop down to select the Product.
This will then prefill the Cost Centre, Ledger Code, Fund Code, Unit Cost and VAT Code. Add in the Quantity and click Save, or Save and Next if other lines are to be added. Note whether the Quantity is per item or per period of time.
When complete, add any Attachments and then Authorise.
Clicking Print/Dispatch then gives the option of either Printing or Dispatching the Invoice. Printing sends a copy of the Invoice to the browser’s Downloads Folder. Dispatching emails a copy of the Invoice to the Customer. It also sends a copy of the Invoice to the browser’s Downloads Folder.
Confirm that the Invoice has printed successfully.
Note: Remittance Advice at the bottom of the Invoice can be amended in Config > Finance > AR Configuration > Remittance Advice Parameters.
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 Accounts Receivable Invoices.
Payable By Bank. If selected, choose from the list of bank accounts in the Bank Name dropdown. These details are then used when printing Accounts Receivable Invoices.
