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Creating a New Invoice

The process to create and print an invoice are below: 

  1. Create a New Invoice:

    • Navigate to the Accounts section and under Sales click the “New Invoice” button to create a New Invoice.


  1. Enter New Invoice Details:

    • Fill in the necessary fields for the new invoice, including the Job subtype, Office, Company bank (Invoice Currency and Bank Details displayed on Invoice Print), Contractor type, Customer, Team, Status, Document number, reference, Tax, Station, Department, Payment type, Currency, Rate, Description, and any other required information.

  1. Add Details to Transactions:

    • To create a new transaction row in invoice, add the accounting details (transaction information) for the invoice.

    • Enter the details of the account you want to create the invoice for:

      • DR/CR Account

      • Enter the Price for the Transaction.

      • Provide a brief description of the entry (e.g., "Invoice for Account XYZ")

      • Alternatively, the account selection can be automated by setup in Job Subtype and transaction settings.

  2. Add additional transaction lines:

    • If needed, click the "+" button to add another row in the entries table and repeat the process used in step 3.

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  1. Save and Post the Invoice:

    • Review the information for accuracy.

    • Click the "Save" button to save the Invoice which creates a unique Job number.

    • Click the "Post" button to finalize and record the invoice.

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Remember to review and verify the account entries before posting to ensure accurate financial reporting. If you have any questions or need assistance, reach out to your system administrator or the Awery support team.

  1. Printing and Emailing an Invoice:

    • Select the Reports Menu to display Options to Print an Invoice. 

    • Select Send Email to Email an Invoice

      • Note: An invoice template must be first configured correctly along with correct bank setup for printing. Your local email must be first set up to send emails from Awery ERP by your local administrator or Awery support team.

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