Creating an account client invoices in SapphireOne is essential for invoicing clients for goods or services provided. This process ensures that all invoice details are accurately recorded and sent to clients promptly.
- Navigate to Accounts > Receivables > Data Entry and then select the Client Invoice item.
- Enter the Client ID if it is known or, if you’re unsure about certain characters, use the wildcard symbol @ to represent the unknown components.
- Complete the necessary fields, in the Transaction area including Invoice Date, Items/Services, Quantity, Price, and any applicable taxes.
- Pay attention to dates as SapphireOne will automatically enter most of them as set up from your operating platforms, clock and default settings.
- Enter the Destination area by clicking the blue + button or using the Command / key combination.
- Use wildcard search options or type part of the product name followed by the @ symbol to search for the Account ID. Then enter the account details as required.
- Finalise the invoice by clicking on the green tick button on the main toolbar. This will save the new Client Invoice.
The Client Invoice may be re-opened by going to Accounts > Receivables > Data Entry > Transactions, and selecting the Client Invoice for viewing or modification if it remains unposted.
For more detailed information, refer to the Accounts > Receivables > Client Invoice article.