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| <section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" |
| version="5.0" xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude" |
| xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd" |
| xmlns="http://docbook.org/ns/docbook"> |
| <title>The New Invoice screen.</title> |
| <para>This screen allows the user to create a new Sales or Purchase |
| Invoice. Sales Invoices are created when a customer buys something |
| from you. Purchase Invoices are created when you buy something from a |
| supplier.</para> |
| <section> |
| <title>How do I create a new Sales invoice?</title> |
| <orderedlist> |
| <listitem><para>Press the 'Create New' button</para></listitem> |
| <listitem><para>The New Sales Invoice / New Purchase Invoice screen is |
| displayed></para></listitem> |
| <listitem><para>Using the top part of the screen, leave Invoice type with its |
| default of 'Sales Invoice'</para></listitem> |
| <listitem><para>Leave 'Organization Party Id' with its default of 'Company' |
| </para></listitem> |
| <listitem><para>Enter or use the lookup to find the 'To Party Id' (eg |
| DemoCustomer)</para></listitem> |
| <listitem><para>Press the 'Create' button in the top part of the screen</para></listitem> |
| <listitem><para>The invoice header has been created and the default header |
| screen will be displayed</para></listitem> |
| <listitem><para>Details on the invoice will need to be entered via the other sub |
| menus (eg Items, Time Entries etc) </para></listitem> |
| </orderedlist> |
| </section> |
| <section> |
| <title>How do I create a new Purchase invoice?</title> |
| <orderedlist> |
| <listitem><para>Press the 'Create New' button</para></listitem> |
| <listitem><para>The New Sales Invoice / New Purchase Invoice screen is |
| displayed></para></listitem> |
| <listitem><para>Using the bottom part of the screen, leave Invoice type with its |
| default of 'Purchase Invoice'</para></listitem> |
| <listitem><para>Leave 'Organization Party Id' with its default of 'Company' |
| </para></listitem> |
| <listitem><para>Enter or use the lookup to find the 'From Party Id' (eg |
| DemoSupplier)</para></listitem> |
| <listitem><para>Press the 'Create' button in the bottom part of the screen |
| </para></listitem> |
| <listitem><para>The invoice header has been created and the default header |
| screen will be displayed</para></listitem> |
| <listitem><para>Details on the invoice will need to be entered via the other sub |
| menus (eg Items, Time Entries etc) </para></listitem> |
| </orderedlist> |
| </section> |
| </section> |