General Information about Invoices

When stock is received into your operation, you must record what was received, the price and any general expenses. When you entered an item into Optimum Control, you specified the inventory group for each item, and with that, the General Ledger  (GL) account. This means you do not have to code invoices. Simply enter what was purchased and the software will handle the rest.

Quick Steps to Enter an Invoice:

1. Open "Invoice" (main menu toolbar)
2. Click "New".
3. Enter the invoice information such as date, supplier, invoice number, and total.
4. Define the item, expenses, and tax amounts.
5. Review and update item prices.
6. Export to the accounting system (if using this feature) or print the Invoice Report.