1

Open 3-2 Receivable Invoices/Credits.

2

Do the following:

a

In the Invoice# text box, enter the invoice number.

b

In the Date text box, enter the date of the invoice.

c

In the Job text box, enter the job number.

d

If the job uses phases, enter the phase number in the Phase text box.

e

In the Description text box, enter a brief statement about the invoice.

f

In the Due Date text box, enter the invoice due date.

g

In the Discount Date text box, enter the due date by which you must receive payment for the client to receive the discount.

h

In the Status list, click the invoice status.

i

In the Type list, click the invoice type. The contract affects the invoiced balance when Type 1-Contract is selected. Type 2-Memo does not affect the invoiced balance.

3

In the grid, for each item on the invoice:

a

In the Description cell, enter a brief statement about the item.

b

In the Quantity cell, enter the quantity of items.

c

In the Price cell, enter the price for a single item.

d

In the Account cell, enter the ledger account number.

4

In the Discount text box, enter the discount for early payment.

5

On the File menu, click Save.

6

In the Retention text box, enter the amount of retention.