Creating an AR Customer Invoice

How to Create an AR Customer Invoice:

1. Navigate to Customer Invoices (Accounts Receivable > Data Entry > Customer Invoices)

2. Choose the appropriate customer you will be billing. Click F4 and "enter" to view the listed customers in Spectrum.

3. Choose the Job if there is one.

4. Enter an invoice number or tab through for auto-fill. 

5. Choose the invoice type: Invoice or Credit Memo.

6. The GL date and Invoice date need to be in the same month. It works best if the dates entered are the same to avoid any issues. Enter the date for each as the invoice date. 

7. For the type, choose detail because "message" isn't as detailed.

8. Enter the description for the invoice.

9. Enter the amount of the invoice under the "extension" field.

10. Choose the appropriate GL account if the invoice isn't job costed.

11. Click Save.

12. The number of AR invoices entered will show up on this "batch summary" button.

13. Once you are ready to process the batch, click "form" at the top of the page to print the report.

14. This will pull up the "A/R Invoice From." Click the green preview button.

15. Go ahead and download/save the invoice(s) as necessary. 

16. Click Archive in order to save the invoice within Spectrum.

17. Click the green "continue" button, then click OK. 

18. Close out of the report.

19. Click Update in order to process the batch.

20. Click the green "Preview" button.

21. Click Archive to save the "Sales Journal" report within Spectrum.

22. Click the green "continue" button and OK.

23. Close out of the report.

24. Click the green "continue" button and click OK. 

25.The AR Invoice has been posted!