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DATA ENTRY

Access to data entry forms to effect adjustments and transactions on debtor accounts can be accessed from:

Debtor Transactions Invoices
Debtor Transactions Adjustments - debit or credit adjustments

Debtor invoices provide the facility to create:

Normal - forms that are posted to the General Ledger and debtor account once activated; and
Templates - for transactions to be posted on a repeating basis.

An invoice form is automatically created and posted when the Recurring Invoices process is run. Frequency instructions can be set to repeat in the template based on days or months, with first and last posting dates set.

Data entry for a specific debtor can be accessed from Debtors Maintenance Transaction tab for data entry specific to the active debtor. The transaction buttons are active providing the record is not in edit mode. When in edit mode the buttons are unavailable.

Data Entry Forms Defined

Creating Invoices & Adjustments

Templates / Recurring Invoices

Defining Recurring Invoice Form