Set up a normal invoice for a vendor

To set up a normal invoice for a vendor

1. Set up the invoice.

2. Select the type of invoice and purchase order:

   • Select Normal Invoice > Vendor.

   The Copying Vendor window appears.

   • Select a row and click Select. Or double-click the row to select.

3. Specify the vendor invoice number and posting date:

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

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

4. For EFT vendors, from the Payment Mode list, select the payment mode: EFT or Check.

For EFT vendors, the default payment mode is EFT.

5. Specify payment type:

   • Use the Payment Type: Terms option.

   • Use Payment Type: COD option.

   • Use Payment Type: Cash option.

6. Specify shipping charges:

   • Click the Accounting Summary tab.

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

7. Specify the tax information:

8. Click the Order Info tab.

   • If your company uses geographic-based taxes, click the Jurisdiction lookup reference button, and select the jurisdiction.

   You can also click the Accounting Summary tab and type the tax total in the Tax total field.

   • On the Toolbar, click Save.

9. Add the item or service information:

   1. Click the Line Items tab.

   2. On the grid toolbar, click New.

   3. Select the Part:

      • Click the Part Number lookup reference button.

        The Lookup For Part Number window appears.

      • Select a row and click Select or double-click the part to use.

   4. In the Invoiced Quantity field, enter the quantity.

   5. In the Unit of Measure field, select the unit of measurement for the item.

   6. In the Unit Price field, type the unit price.

   7. In the Discount Percentage (%) field, type the discount percentage.

   8. In the Discount Amount field, type the discount amount.

   9. To change the general ledger expense account:

      • Click the Expense GL Number lookup reference button.

        The Lookup For Expense GL Number screen is displayed.

      • Select a row and click Select or double-click the account to use.

   10. To change the general ledger accounts payable

       • Click the AP GL Number lookup reference button.

         The Lookup For AP GL Number window appears.

       • Select a row and click Select or double-click the account to use.

   11. Select the Taxable check box if the item is taxable.

   12. If your company uses geographic-based taxes, click the Jurisdiction lookup reference button and select a jurisdiction.

10. On the Toolbar, click Save to save the invoice.