This screen makes provision for a batch of different sales invoices on the same screen. This may include multiple line item invoices or single item invoices.
Setting the invoice details
Customer Code – Select the correct customer code from the drop down list. If the customer does not yet exist there is provision for a new record to be created in the fly.
Invoice Date – Enter the date of the sales invoice.
Nominal Code – Select the correct Nominal Type or select from the drop down.
Description – Enter some narrative to describe the item
Amount – Enter the net value of the individual item
VAT Rate – Enter the net value of the individual item
VAT Amount – Type the applicable VAT for the item or select from the drop down.
Repeat the above for additional line items or separate sales invoices to be entered in this batch.
To assist further with speeding up data entry for a batch of sales invoices three are several shortcut keys provided:
F6 Key – Copies the value from the field above (useful if entering several items from the same invoice where the customer, date and invoice number are the same).
A multi line item with the same Customer Code, Date and Customer reference will be treated as a single invoice once uploaded in to KashFlow.
F7 Key – Inserts a blank line in to the batch for an additional item to be added.
F8 Key – Deletes a line from the batch.
Finalising the batch
Once the all the items of the batch have been entered click Save. The batch will then be listed:
This Batch can be reopened for editing with a double click.
If you wish to delete a saved batch from KashFlow RapidFire use the Discard button. A warning will appear to confirm you are happy to proceed with the deletion.
The Cancel button will close a saved batch without saving any changes.