Enter and code an invoice

Enter Invoice lists uploaded documents. Open one to code it. The PDF sits next to the form.

What to fill in

• Vendor — pick from the client’s vendor list, or quick-add. Duplicate names are checked.
• Invoice number, invoice date, due date, optional check date
• Amount and GL lines (account, amount, optional division)
• 1099 form / box when this payee should appear on 1099 reports
• Description and check-stub notes
• Payment method (informational on the form): Automatic Debit, Check, or International Wire

Payment method is how you intend the client’s bank to pay. Saving it does not originate that payment.

Recurring

Turn on Recurring to create a template (weekly / monthly / yearly). See Recurring invoices.

After you save

The invoice enters To Review (unless your firm’s workflow lands it elsewhere). Print is available from the invoice screen.