To create a new invoice, click the ‘Add Invoice’ icon, the following screen will appear (alternatively you can click the ‘Create New’ icon from the header, to the left of the company name “Create New” and select Sales Invoice).   You should start your Invoice by selecting the customer that you are invoicing; you can […]

Allocating the supplier payment is an option both within the payment itself and separately from the payment listing, by clicking the inline submenu arrow and selecting ‘Allocation’, below:   What is allocating? Allocating is where you identify which invoices are being paid by a payment e.g. you could be paying just one invoice with a […]

Can’t edit an invoice? Learn how to edit your invoice easily. If you are unable to edit something on an invoice there is a message on the bottom left of the screen that states ‘This transaction is locked’. Once clicked it will explain exactly what it is locked against. This will help greatly in unlocking […]

The aged customer balance report can now run one of two ways for multi-currency businesses. Balance as per transaction Date. Balances shown are based on the original EUR amount entered for each invoice. This method will always match your trial balance. Balance as per Report Date. Balances shown are based on the auto exchange rate […]