Generating Non Inventory Invoices

Overview

In this document, we will discuss the process of entering a non-inventory invoice in SE. This is helpful if you are billing customers for a service separate from any inventory items.

System Configuration

We will need to create a non-inventory item that will be used when entering an invoice with no inventory items on it.

Create a Non-Inventory Item

• Inventory -> Inventory Manager

  

• Item Manager

  

• New

  

• Inventory Type: Inventory -> Next

  

• Inventory Type: Misc Charge -> Next

  

• Enter a part number

• Add description as needed

• Click Next

  

• Choose the Revenue Account this item should funnel into and click next.

  

• Click Finish to complete the creation of the item.

  

Create Invoices

Now you can create an invoice with no inventory items on it.

• New

  

• Quote

  

• Add the customer the invoice is for & PO number if applicable

• Add the line item you created earlier to the grid

• Add a Net and Cost

  

• Ensure the proper revenue account is populated (this column in the quote screen is on the very right side of the grid by default).

  

• Convert

  

• The converted “order” is auto invoiced and the invoice will show up in the receive money screen when a payment is received