Create a Blank Service Invoice for NPOs Effortlessly

Blank service invoice for NPOs

this video explains how to create a receipt from invoice using the new blank invoice function in profit track new blank invoice is where we create a manual Goods receipt by entering the products and quantity from the supplier invoice normally after the goods have arrived this is also referred to as direct to store delivery as an order has not been created in profit track prior to delivery when the delivery has been physically received use the supplier invoice to receip the goods into to profit track click inventory Woods received the invoice management screen will open click new blank and enter the following from the invoice the invoice number the invoice total and the total GST for the whole invoice this includes uh Freight and fees select the supplier and check the dates are correct if your store procedure is to apply Freight charges click add F7 and select the appropriate GL account and enter amounts click next to move to the product entry screen enter products from the supplier invoice by keying in the products or uploading via PD key in the product code on the entry line here enter the carton or unit quantity received and press tab or enter to move to the next line the F3 search key also works from this screen this is useful if you need to look up product codes to upload via PD press load pde button and then click new load for pte order entry scan the APN on the product or Carton and enter the quantity received in cartons for PT mate use the goods in function mcash PD use data entry APN menu APN orders and for the denzo PD use menu 3 scan any code when the receipt has been captured in the PD upload into profit Track by clicking on accept the invoice total is shown here if your store procedures allow you can change the line item costs to match the invoice if the supplier lists their line items as xgs you have the option to change the way in which you enter the cost to either include or exclude GST when all products have been entered click close to save and return to the invoice management screen here you can see the invoice details the invoice total is the value of the invoice you entered in the header the items total is the value of goods entered in the invoice these two values should be the same double click to view and edit the invoice if required to print a Goods received entry report click reports to finalize the invoice and update stock on hand highlight the invoice and click process the goods received entry report will print if your store is configured for this thank you for watching if you require further assistance please contact us at independent Solutions