Accounts receivable invoices can be created directly from the AR aging report. This prevents having to generate invoices from a sales order and sending the balances to accounts receivable.
Click Menu at the top of the screen
2. Click Accounts Receivable. Click AR Aging
3. Click + A/R Invoice
4. Select the customer by clicking the customer icon. Use filters (Add Filters, Search field) to locate and select the customer
5. Enter the invoice date by clicking the invoice date field
NOTE: The invoice date may be different than the current date. Check your paper work to determine the correct invoice date.
6. Enter the invoice amount in the Invoice Amount field
7. Enter a description in the description field
8. Select the location using the Select a Location drop down
NOTE: Once a location is selected, the accompanying general ledger accounts will appear
9. Click the Add button
10. The customer will now have the invoiced amount as part of their balance due on their account