You might need to create an invoice manually when the type of document is not suitable for the invoice scanner (e.g. buyer created credit invoices or receipts) or there is no invoice (e.g. rental income or hire purchase payments).
Steps to create a manual invoice:
In your Actuals > Needs Action click on the Invoice + Record and select either Money In or Money Out depending on what you are recording.
Along the top of the screen enter in the correct Invoice Date, Due Date, Other Party (or select from your dropdown options), Reference (if applicable), Account and Amount.
Enter the information on the coded lines, clicking Add new line if you need more than one line for the invoice.
Click on the attachment icon and either Drag and drop your saved invoice onto the screen, or browse your computer for the relevant document (if applicable).
Click Save to save this invoice to your list in Needs Action, or Match if the transaction has already happened.
Repeating invoices:
For regualr payments that are the same amount every time we can set a manual invoice to repeat, for example rental income or family loan payments.
Benefits of a repeating invoice
Easily monitor if payments have been paid, as there is an invoice waiting to be matched.
Ensure GST is not erroneously claimed on hire purchase or deferred payments.
If a repeating invoice occurs in the current month, Farm Focus can predict your daily bank balance in your Working Plan for the current month and you will be alerted if your bank balance is predicted to exceed your Overdraft limit.
To set an invoice to repeat:
From within the invoice
Click the More options drop down below the coded lines
Select Repeat invoice
Set the Frequency and choose to repeart it until further notice, or select an end date
Click Apply
Save the invoice
The repeating invoice will now sit under the Repeating tab. If you wish to stop the repeating invoice at any time, this can be done from the repeating tab by clicking the bin icon on the right hand side.
Copy invoices:
From within a manual invoice or a tax invoice there is the option to copy the invoice from the More options drop down, as above.
This will create an exact copy with the same contact, payment information, coded lines and amounts, but the date will be updated to today's date. You can change the dates if required.
Any additional supporting files attached to the original tax invoice will not be copied but you can re-attach or attach additional documents to the copied invoice.
Once you have made any necessary changes click Save.
The new invoice will appear in your Needs Action screen, coded and ready to be matched.