Once documents are setup and configured, the process to create documents consists basically of the following easy steps:

  1. Access the document type e.g. Invoices
  2. Click on the New button.
  3. Select the Debtor accounts / Creditor accounts.
  4. The Document entry screen for the selected document type and Debtors / Creditors will be displayed. All the relevant details as entered and set in the Debtor / Creditor account and Messages, etc. Document Setup is displayed.
  5. Select the Stock code. The default selling price or purchase price will be displayed. Enter the quantities, if the default 1 is not applicable.
  6. Click on the OK button and print the document (Invoice)
  7. Post the document to the ledger.