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 (customer / client) accounts or Creditor (supplier / vendor) accounts.

4.The Document entry screen for the selected document type and Debtor / Creditor will be displayed. All the relevant details as entered and set in the Edit 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 batch to the ledger.