Manage Text Invoice For Free

To correct a free text invoice that has already been posted: Open the posted free text invoice. On the Invoice page, select Cancel, and then select Correct invoice. Select a reason code, add comments, and select the date for new corrected invoice. You can modify the corrected invoice, and post it.

Create a template Go to Accounts receivable > Invoices > Recurring invoices > Free text invoice templates. ... Click New to create a new free text invoice template. In the Template name field, type a value. ... In the Description field, enter a description of the template. Expand the Invoice lines tab.

A free text invoice is an invoice that is not attached to a sales order and does not require a sales order or packing slip. Free text invoices are used to sell a quantity of any kind of goods or services that are not in your inventory.

A credit note is created for a free-text invoice with a link to the invoice. After the credit note is posted the Customer transactions grid shows the reference from the invoice to the credit note.

We've added performance improvements to the free text invoice posting to allow it to run more efficiently. This enhancement works by saving calculated totals, instead of recalculating the totals multiple times during the posting process. This will shorten the posting process.

A free text invoice is an invoice that is not attached to a sales order. A free text invoice contains a header and one or more lines for items or services that are not tracked in inventory. Use a free text invoice for sales that do not require a sales order, packing slip, and customer invoice.

To copy lines on a free text invoice, select one or more lines, and then select Copy selected lines. You can specify the number of copies to make, and you can also copy notes and attachments. You can either copy the distributions or let them be re-created when you post.