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Adding Customer Invoices

1. To add A/R invoices into the system, you need to do the following steps:
2. From the Accounts Receivable Module, choose the Data Entry "Ribbon" and the Add/Edit Customer Invoices Module step.
3. The Customer Invoice Setup form will be displayed.  Select the division, department and product most of the invoices being entered belong to as the default.
4. Choose the [Add] button.  The Customer Invoice form will be displayed in ADD mode.
5. Select the customer and then enter the invoice information. 
6. When all the information has been entered, press the [Save] button to save the invoice. The invoice is saved to temporary tables. The temporary tables will accumulate data until you add the entries into the master tables. Updating the master tables is a time consuming function but it gives other users immediate access to the updated transactions. It is a good policy to update periodically during a particular data input batch. The overall time required for updating can be substantially reduced by updating only after you have put in a number of transactions. You will be asked if you want to add the temporary transactions to the master tables after each invoice is saved. 
7. Choose [No] to continue entering invoices without moving the temporary transactions into the master table -or- Choose [Yes] to update the invoices to the master tables.
8. If the invoice number already exists in the system you will receive a message that this is a duplicate invoice number.  
9. Press [Cancel] if this is a duplicate invoice to continue without updating the invoice -or- Enter a new invoice number in the field at the bottom of the form and press [OK] to save the invoice with the new invoice number.                         
10. Then you can either begin entering another invoice -or- Press the [Close Window] button to exit the invoice input process -or- Press the [List] button to view and/or print a list of the invoices entered in the current batch that have been moved to the master file. 
11. Choose [Print] to make a printout of the batch list of invoices -or- Choose [Cancel] if the batch total is correct. You will return to the Customer Invoice form.
12. Once all the invoices have been entered and saved, press the [Close Window] button to exit back to the main Module. If there are any invoices that have not been moved to the master file, they will be automatically updated at this time.