Enter a Text Only line item on a Manual Invoice or Credit Note

TABLE OF CONTENTS

• Introduction
• Enter a Text Only line item on a Manual Invoice or Credit Note

Introduction

You can enter text only lines on a Manual Invoice or Credit Note either by adding text without a nominal code and value, or by using the Add Standard Item button.

Enter a Text Only line item on a Manual Invoice or Credit Note

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.

To add a text only line manually

1. Select New in the Invoice Headers section and enter the invoice text in the Description field.
2. Select Save.
3. Continue adding lines to your invoice and post as normal.

To use a Standard Item

1. Select Add Standard Item.
2. Select the item from the list that you want to use followed by Pick Selected Item.
3. The item will now appear as a new Invoice item in the Description field.
4. Select Save.
5. Continue adding lines to your invoice and post as normal.