Enter Invoice Lines

Explanation

The Enter Invoice Lines activity is used for entering lines with delivery type, tax code, amount, etc. At least one line must be entered for an invoice. Normally, one invoice contains one line; however, there can be more if, for example, the invoice has different Tax amounts or delivery types.

Prerequisites

This activity requires that different tax codes and delivery types are entered.

System Effects

As a result of this entry, reports concerning delivery types and tax can be reported. The tax report is sorted out by tax percentage and delivery types. The tax codes are posted on different accounts. The reports can be used to separate trade within the European Union.

Window

Manual Customer Invoice

Related Window Descriptions

Customer Invoice

Procedure

To enter customer invoice lines:

1. Doubl- click on an empty line in the Lines tab. Tax and Tax Percent are filled in automatically.  
2. Enter delivery type if appropriate. 
3. Enter gross amount or net amount as appropriate. The amount that you should enter depends on the Amount Entry Method chosen for the company in the Invoice tab in the Company window. Tax amount and net/gross amount will be shown in their respective fields. If you want to switch between entering the gross amount and the net amount, right-click on the window and then click Swap Net/Gross Amount Entry.
4. Enter Invoice Exception Code if the line is to be exempted from Customer Credit Information calculation. Use the List of Values and select a valid code.
5. Enter the date on which the invoice would become liable for tax in the Manual Tax Liability Date field if required.
6. Continue the registration in the posting tab.