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Add New Invoice Detail Items or Comment |
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Add New Invoice Detail Items or Comment |
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Add New Invoice Detail Items or Comment
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Add New Invoice Detail Items or Comment |
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Add New Invoice Detail Items or Comment |
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| 1. | You can add a new item or comment to an invoice by clicking the New button next to the detail item selection grid. |
| 2. | The Invoice Detail [New] window appears. |
| 3. | The Date will default to the current date, but can be changed. |
| 4. | Select an Item Type from the drop-down list and type in an Item Description. |
| 5. | If you are adding a Comment to the invoice, you will only need to select the item type and enter a description. |
| 6. | For any other type of item besides Comment, you can enter the Quantity of items and the Amount charged. |
| 7. | Under the Taxes tab, select the applicable taxes. |
| a. | By default, the Event Taxes you set when booking the event (see Chapter 2: Create a Booking, Creating a New Booking: Event Information, Event Taxes) will be applied to the item, but you can change them manually. |
| b. | If you do not want to apply any taxes to deposit or credit invoice items by default, you can select the "Do Not Set Default Taxes for Deposit and Credit Invoice Items" option in your Accounting System Settings. |
| 8. | From the Accounts tab, choose the correct Account and Department, if applicable. |
| 9. | Click Save in the bottom right corner of the Invoice Detail [New] window. |
| 10. | The item will be added to your invoice. |