Note: All pages below are subject to having relevant Roles and Permissions.
Go to Modules, Finance, Finance Home Page
In Accounts Receivable and select Invoices and Credit Notes
Select Add Invoice
Select your Customer from the drop-down box and complete the other details, remembering to check the Period, then select Save.
Select Record Invoice Item row
Start typing the name of your Product and choose from the drop down.
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).
When complete you can add any Attachments and then Authorise.
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.
Confirm you have got a copy of the PDF