Add a normal invoice for a vendor

You can add a normal invoice to record billing information from a vendor.

To add a normal invoice for a vendor

1. Set up the invoice.

2. Specify the vendor information.

   1. On the Toolbar, select Copy > Normal Invoice > Vendor. The Copying Vendor window appears.

   2. Select a row that contains the required vendor number or name and click Select. Or double-click the row that contains the required vendor number or name.

   3. In the Invoice Number field, type the vendor invoice number.

   4. If required, change the date to post to the general ledger in the Post GL Date field.

   5. On the Toolbar, click Save to save the information.

3. For EFT vendors, in the Payment Mode list, select the payment mode: EFT or Check.

   For EFT vendors, the default payment mode is EFT.

   1. Specify payment terms.

   » Use the vendor’s payment terms.

   » Use COD.

   » Use cash.

   The Payment Type: Cash option is not displayed for invoices that have Payment Mode: EFT.

   1. Specify the shipping charges.

   2. Click the Accounting Summary tab.

   3. In the Shipping Charges field, type the shipping charges.

   4. On the Toolbar, click Save to save the changes.

4. Specify the tax information.

   1. If your company uses geographic-based taxes, click the Order Info tab, click the Jurisdiction Lookup Reference, and from the Lookup For Jurisdiction window, select the row that contains the jurisdiction. Or click the Accounting Summary tab and type the total tax in the Tax total field.

   2. On the Toolbar, click Save to save the changes.

   3. Enter the item or service information.

   4. Click the Line Items tab.

   5. On the grid toolbar, click New.

   6. In the Description field, type a description of the product or service you received from the vendor.

   7. Type appropriate values in the fields you need to identify the item or service.

      Click the Lookup Reference to find the item you need.

   8. To change the general ledger, click the Expense GL Number Lookup Reference, and from the Lookup For Expense GL Number window, double-click the row that contains the account to use.

   9. To change the general ledger accounts payable, click the AP GL Number Lookup Reference, and from the Lookup For AP GL Number window, double-click the row that contains the account to use.

   10. If the item is taxable, select the Taxable check box.

   11. If your company uses geographic-based taxes, click the Jurisdiction Lookup Reference, and from the Lookup For Jurisdiction window, select the row that contains a jurisdiction.

   12. On the Toolbar, click Save to save the changes.