How to split a sales invoice from one into two
To split an invoice into two, remove the items from the first invoice by right clicking the line and selecting delete. Alternatively, you may also decrease the quantity of the item. Next, open the sales order and choose Generate / Sales Invoice. A second invoice will be created with the items that were removed from the first invoice.
How to create Sales Invoices?
Sales Invoices track sales of products or services for inventory control and for tax and accounting purposes. Sales Invoices record a customer’s liability to you and record income from the transaction. The calculations made on Sales Invoices are also ...
Invoice Reminders (Extension)
Overview The Invoice Reminders extension allows you to configure automatic reminders to customers for whom you have have invoiced. The extension includes a number of pre-written email templates that are customizable and allows for the creation of ...
Linking documents together
To tie two documents together, you need to open the Line Details on the latest document. For example, if you need to link an invoice and a sales order, then you will need to open the line details on the invoice. Once the line details have been ...
How to split a transaction
1. Approve the desired transaction in cloud banking 2. Open the document generated by the approval (can be found from the "approved" tab) 3. Add the G/L accounts with the desired split amounts at the bottom of the document. Note the split totals must ...
How to attach external documents when emailing Sales Invoices, etc
Intro When emailing a Sales invoice or other AccountingSuite document, it is possible to attach external documents to the email. Attaching external documents In the document, click Print (instead of email). The print preview screen appears. Choose a ...