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

TABLE OF CONTENTS

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

Introduction

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

Use the Add Standard Rate 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 the following information:
   1. An Item Code and the Item Description (the text to go on the invoice/credit note).
   2. A rate for the charge.
   3. Quantity (this would normally be “1” as you will adjust it when you pick the item).
   4. Nominal code (Mandatory) and Cost Centre (Optional).
   5. VAT code (where VAT is enabled).
4. 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 update the Item Description, Nominal Code, Cost Centre, Amount, Quantity, and VAT code (where enabled) as required.
7. Save the line and 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).