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VT Transaction+

Navigation: Issuing invoices to customers

Raising a sales invoice

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The guidance below is for generating an invoice to a customer. If you have already generated your invoice elsewhere and just need to enter the transaction in VT Transaction+, use the SIN (not underscored) transaction instead.

Before creating your first invoice

1.Set up your organisation's address by selecting Set Up > Company Properties > Name and Address.

2.Set up the customer by following the steps at Creating customers and suppliers.

3.Set up a product or service for the invoice as follows:

a)Select Set Up > Invoices > Products and Services.

b)The Products And Services window opens; select New:

Products and services

c)Complete the details required in the New Product/Service window and click on OK; the Unique name or code is the name or code you give the product or service:        

Newproduct

d)You will then see the item listed in the Products And Services window; close this window:        

Prod and servs

To raise a sales invoice

1.Ensure you have set up the details required in Raising a sales invoice (If you have not, you will see messages prompting you to do so when selecting the SIN function.).

2.Select the SIN function (not the SIN function):

SINunderscore

and select the drop-down under Name/code to choose the product(s) or service(s) you created in Raising a sales invoice. (If you need to create a new product or service, select the New button). The amount in the Price column will be the price entered when you created the product, however you can overwrite this amount with any figure.

Sales invoice2

If you need to change any other details on the invoice, see Data used by an invoice and Customising invoices.

3.To save the invoice, click on the Save button.

To print a sales invoice

To print or email the invoice before saving click on Print or Email... buttons on the invoice screen:

print

Email3

To print or email the invoice after saving, select Display > Transaction list/daybook > SIN to display a list of sales invoices and click on the icon next to the invoice reference that looks like a piece of paper. This opens a print preview window with options to print and email the invoice. For more details, see Printing an invoice or Emailing an invoice.

salesinvoicereport