From the header bar, click Clear All >> New Document.

Add Parts to the Document

When done, click Invoice.

In the Invoice Confirmation window, enter information for the following:

• Invoice Date

• Payment Method

• All other information as needed. 

  IMPORTANT - Assign Sales Class to invoice drop-down box:

  • It is best to leave this option blank so that each item on the invoice will default to the Default Sales Class Code that you have previously assigned to it.

  • If you make a selection in this drop-down, it will assign the selected Sales Class to the ENTIRE invoice. This will create accounting problems if you export data to QuickBooks.

  

Click Pay.