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

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

  4. Select the Customer using the [SELECT CUSTOMER] drop down
    CDR2Cloud - Invoice Select Customer

    (lightbulb) Once the Customer has been selected the [Add Item] button will be visible
  5. Click the [Add Item] button to add a new Invoice Item to the Invoice
    CDR2Cloud - Invoice Add Item
  6. Edit the Invoice Line Item by clicking the "select ..." label under the Item column header 
    CDR2Cloud - Invoice Edit Line Item
  7. Using the [select item ...] drop-down, select the Invoice Item for the Invoice
    CDR2Cloud - Invoice Select Invoice Item Drop-Down