Use the Add Standard Item in Post Manual Invoices/Credit Notes screens

TABLE OF CONTENTS

• Introduction
• Use the Add Standard Item in Post Manual Invoices/Credit Notes screens

Introduction

The Add Standard Item option in Engage Fees allows you to prepare a set of standard invoice text items for use in Manual Invoices and Credit notes.

Use the Add Standard Item in Post Manual Invoices/Credit Notes screens

To create a new Standard Item

1. Go to Fees>Invoices>Post Manual Invoices/Credit Notes.
2. Select Add Standard Item.
3. Select New and enter an Item Code and the Item Description (the text to go on the invoice/credit note).
4. VAT users can add a VAT code at this stage but this is optional and will only apply if you then set a nominal code and a value.
5. Select Save.

To use a Standard Item

1. Go to Fees>Invoices>Post Manual Invoices/Credit Notes.
2. Select the Account you wish to raise an invoice against and enter the Invoice dates and terms.
3. Select Add Standard Item.
4. Select the item you want to use from the list followed by Pick Selected Item.
5. The item will now appear as a new Invoice item in the Description field.
6. You can now save the line as text only or add a nominal code, VAT code, and value if required.
7. Continue and process your invoice as normal.

Note: For more information on working with Manual Invoices and Credit Notes, please refer to the Engage Fees Billing Guide (Invoices section).