Creating an account client invoices in SapphireOne is essential for invoicing Clients for goods or services provided. This process ensures that all invoice details are accurately recorded and sent to Clients promptly.
- Navigation – Go to Accounts > Receivables > Data Entry and then select the Client Invoice item.
- Client ID – Enter the Client ID if it is known or, if you’re unsure about certain characters, use the wildcard symbol @ to represent the unknown components.
- Transaction area – Complete the necessary fields, in the this area including Invoice Date, Items/Services, Quantity, Price, and any applicable taxes.
- Pay attention to dates as SapphireOne will automatically enter most of them as set up from your operating platforms, clock and default settings.
- Receipt area – Enter details in this area as required.
- Destination area – The Account ID data entry field in this area my be accessed from anywhere on the screen by using the Command / key combination.
- Use the wildcard search options or type part of the Account ID followed by the @ symbol to search for the Account ID. Then enter the remainder of the account details as required.
- Saving – Finalise the New Client Invoice by clicking on the green tick button on the main toolbar. This will save the new Client Invoice.
Any new and existing Client Invoices may be re-opened by going to Accounts > Receivables > Data Entry > Transactions, and selecting the Client Invoice transaction for viewing or modification if it remains unposted.
For more detailed information, refer to the Accounts > Receivables > Client Invoice article.