1.) How to create an Invoice?

Main Menu: 2 - 1 - 1 (Create Invoice) or alternatively from the Top Menu:  Invoicing - Create/Edit

2.) How to modify an Invoice?

Main Menu: 2 - 1 - 2 (Modify Invoice) or alternatively from the Top Menu:  Invoicing - Create/Edit

3.) How to delete an Invoice?

a) Load the Invoice , b) Select Field '17' and choose the appropriate status from the key at bottom of the screen

4.) How to create an Invoice without a B3 ?

Main Menu: 2 - 1 - 1(Create invoice), then select 'Source' as OTHER

5.) How to post/confirm an Invoice?

Main Menu: 2 - 3 (Daily/Monthly Sales Journal). Run the Sales Journal to confirm/post the Invoices

6.) How to know if an Invoice is confirmed by Field #17 - “Status” ?

As per Field # 17 - Status :

The first digit (hundred) reports
0 - Normal
1 - Hold
2 - Deleted

The second digit (ten) reports
0 - Not printed
1 - Printed

The final digit (one) reports
0 - Not confirmed
1 - Confirmed

Numbers not listed above don't exist (there is no status 300 for example)

7.) HST Tax Calculation on Invoices:

HST/GST are based on the Port of Release

If you are not billing a B3 or Shipment  – Type 'Other', that wasn't billing a shipment/B3, it would calculate based on the GST Property of “ON” [Client Information Screen – Field 32]

Charge Codes can be customized to affect HST/GST calculations.  See screenshot below:

8) How to send/Email invoices to Clients:

Main Menu:  Invoicing (2)  - Invoice Printing (2)  or from the Top menu:  Invoicing -  Print

Referring to the snapshot above:

Under Print

• Either you can email a single invoice, or invoices not previously printed or multiple invoices (a range)

Under Email Configuration

• Ensure that you check off  Email Customers and if there any associated documents that needs to be emailed, then check off Email Associated Documents
• For the above to work, customers need to have email contacts added to their individual accounts and services configured properly
• Main Menu: Master File Maintenance(1) - Client Files (3) -  Client Information(1), Load customer and then press on <F7> Contacts

Under Output Selection

• Ensure that Print option is selected and then click on OK on bottom right to email out the invoices.