Step 10 - Set up
invoice
defaults
Set up defaults that you would like to use when invoices are
created.
IRIS Bookkeeping allows you to set up defaults to speed up
data entry. When creating an invoice you have the option to accept
these defaults or make another entry.
Complete the following fields as
appropriate:
- Narrative - Type the
narrative that you would like to be used by default for all new
invoices that are created for the company. For example you may wish
to add the following details to all invoices over the Christmas
period: 'Please note we will be closed from December 24th 2006
until January 2nd 2007'
- Invoice Type - Use
the drop-down menu to select a type of invoice if you would like to
use a default invoice type.
- Standard - This is a
normal trading invoice.
- Ongoing - This is an
invoice that you can keep adding to and saving without actually
posting (i.e. any transaction taking place).
- Recurring - This is
an invoice which after posting can be saved, and then loaded and
posted again at a later date.
- Credit Note - This
type of invoice is issued to say that you owe money to your
customer, which needs offsetting against what your customer owes
you (or vice-versa).
- Quote - This is an
invoice used for information only, for example to provide a
customer with a quote for work. This invoice is never posted but
can be viewed for reference at a later date (or modified to change
it to a standard invoice when the customer agrees to the
work).
- Save button - Use
this button to save any change that you have made.
