How do I raise an invoice/credit note?

To enter invoices or credit notes separate from an order, go to Finance > Sales Ledger > Raise Invoice.

Enter the required customer name or account number in the ‘Add new invoice / credit’ box, or by using the ‘[lookup]’, and click ‘Add invoice’ or ‘Add credit’. The process is the same for both.

• In the Details section, enter a customer reference if applicable i.e. a purchase order number / name. Select the invoice / credit date and invoice due date (there is no credit note due date) and enter any relevant notes and the payment terms.
• Click ‘Add’ under ‘Invoice / Credit Lines’ to add a description of what the invoice / credit note is for or link it to a product. Enter a net amount and then enter the relevant nominal ledger code and the relevant VAT. Click 'Add line' to save it.
• Once all the relevant information is added, then click the green save button at the top of the page.
• This takes you back to the ‘Raise Sales Invoice / Credits’ page. You can remove, preview, or add additional invoices/credits here. Then click Add invoices to system to generate them.

If you have multiple invoices to raise at once, you can import them via .csv file by selecting ‘Import CSV’ when on the ‘raise sales invoice / credits’ screen.

Ensure the layout of the .csv file matches the layout shown on the screen and select ‘choose file’. Find the required .csv from your folders and click ‘import’. This will then place all invoices imported in the ‘Current invoices / credits in batch’ section on the ‘raise sales invoice / credits’ screen ready for you to click ‘ADD INVOICE TO SYSTEM…’.