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Watch the video - Creating and Processing Invoices (Getting Started)


Go to Invoice > New Invoice

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

WorkshopStock ItemsSupplierCustomerQuotesLedgerInvoiceEmployeecompanyFileSales OverviewGift CardInvoice OptionsInvoice ExtraRecurring Invoice LookupCashUpNew Credit NoteCredit Note LookupInvoice LookupNew InvoiceInvoice_Main_Menu


Invoice options can be set by going to Invoice > Invoice Options.

To automatically open the invoice form when you log in to the program, go to Employee > Employee Lookup. Select the employee you want to work with and select between: Open Invoice, Open Only Invoice and Open Only Touch Invoice.

To use the Touch Invoice, got to Invoice > Touch Invoice

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

DateColour CodesCancel InvoiceTrade InAvailableSOHGross Profit TargetGP and MUWarehouseWeightInvoice SecurityPlus SignSummary BarUnitClearDelete LineReset LineClone ItemTill No.Invoice Item LookupDiscountPrice ChangesCustomer MorePayment tabVat TypeVATMoveSelect PriceInsert HeadingOpen InventoryDelete ItemQuick SellReturn ButtonAdd Items fromGrid ReportProcessPaymentExtraBarcode F6SalespersonLookup 2Add a new customer quicklyF10Cash or on accountOrder NumberCredit AvailableRefreshInvoice FromInvoice_Item


If you need an invoice / shipping label go to Invoice Lookup, right-click and select the invoice label to print. To print the shipping label automatically set it in Invoice Options > Label tab.


Credit Available:

The amount of credit available will show. If you change the credit amount in the Customer Form press the Refresh Button ( graphic)

Order No.:

Order number the customer gave you.


Salesperson (Representative) who sold the item. Default Rep. can be set under Invoice Options


See the line below the Amount Field. (Top right hand corner)

Barcode F6:

To add an item to the invoice, scan the item barcode or type the stock code or scan/type the serial number. The stock lookup will automatically open if you typed in only a part of the code and the cursor will be placed in the Barcode column. You can specify in which column the cursor must be placed, go to Invoice Options and select the column from the Stock Lookup Default Column.

Payment F8:

To accept and allocate payments.


To process the invoice.

Cancel Invoice:

To cancel the invoice

Item Lookup F5

Click to search for an item.

GP%, MU, Profit

To show or not to show, go to Invoice > Invoice options Invoice_Options_MU

Quick Sell

Select and add all your Quick Sell items

Till No.

Till no. allocated to this computer. To change it go to Invoice Options and select the Assign Till Numbers tab.

Return Button

If an item is returned, add it and then select the Return Button. The line item total will now show as a negative amount and the stock will be returned to the inventory.Stock item can also be created as a trade in.

Add Items From

Combining items from a quote/sales order/job card onto a single invoice for a specific customer.



Invoice Security Settings. See also Application > Security Setup






Keywords: Accounts Receivable,Convert a Quote to an Invoice,Invoice,Invoice Security Settings,Invoice to Sales Order,Order Number,POS,Quick Sell,Refund,Return,Save to SO (Sales Order)