From the Accounts Receivable screen, select the Maintenance menu and then Invoice Transactions.
At the Invoice Transactions screen, click the New Record button.
Note: For any field equipped with the repeat function, click the Repeat button or press the Ctrl+R keys to repeat the previous entry for the specified field. The repeat function is only available after your initial entry.
Enter a unique ID for the invoice transaction in the Invoice Transaction ID field. The ID can be alphanumeric and up to 10 characters long (no spaces).
Note: To have the system automatically assign the ID using the first 10 characters (letters and numbers only) of the description, leave the ID field blank; once the record is saved, the ID will be assigned.
Select the Active field to stipulate the invoice transaction is currently active and used by the district. A checkmark will appear in the box if the field is selected. When adding a new invoice transaction, the Active field is selected by default.
Enter the description for the invoice transaction in the Invoice Transaction Description field. The description can be up to 40 characters long.
Enter the ID of the department assigned to the invoice transaction in the Department ID field. If the ID is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
If desired, enter the amount to use as the default for the unit price for a detail line on an invoice using this transaction in the Default Unit Price field. The amount can be up to 14 characters long (including the decimal point and comma(s) if applicable) and will be rounded to 4 decimal places by the system if capable.
Only if operating on an accrual basis (as defined in the Accounts Receivable System File), the Default Revenue Account field is enabled. If applicable, enter the revenue account number to use as the default for a detail line on an invoice using this transaction in the Default Revenue Account field. If the account number is not known, click the down-arrow button to select the correct one, or press the Ctrl+F keys to access the search feature.
Click the Save button to save the new invoice transaction.