How do I add an invoice manually to a contract?
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Summary
This article will explain how to add an invoice to a contract, this can be an invoice that was raised in Platinum or was raised in an external package.
More Information
You can very easily add an invoice to a contract.
Go to " Contract Costings Contract Data Changes".
- Enter the contract number and press <Enter> or alternatively press <F1> until you get to the correct contract.
- Now press <F7>
- Enter the date of the invoice and press <Enter>
- Enter 'I' to show you are entering an Invoice and press <Enter>.
- Enter the document number this an be up to 15 characters and press <Enter>.
- Enter the Nett value of the invoice if you know it or alternatively you can enter the Gross value and then press <F4> and Platinum will work out the V.A.T for you. If this invoice does not have vat the press <Enter> and change the V.A.T rate to the rate required '2' will give you Zero Rate and '3' will give you Exempt.
- Once you are happy with the posting you can press <Esc> and then choose [Accept] if you are not happy with the posting then you can [Ignore] to loose the information you have entered or [Cancel] to go back and edit the information.
See also
