Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 4 Next »

To create an Invoice please follow the steps below:

  1. Click the [Invoices] > [Invoice Items] module to enter the Invoice Items module
    CDR2Cloud - Create New Invoice
  2. This will open a the New Invoice screen with a new Draft Invoice
  3. Review and set the Invoice Control Items as follows:

    CDR2Cloud - Invoice Control Items
    Invoice #The Invoice # assigned to the Invoice. The Invoice Number is incremented each time a new Invoice is created.
    PO NumberThe customers PO Number if available
    Invoice DateThe effective date of the Invoice
    Pay in DaysThe number of days after the effective date that the Invoice will be due

    INFO

    Invoice Control Item values are set in your Account Settings. For more information please see the Account Settings topic.

  • No labels