The Invoice form provides great detail for you as it is a very powerful instrument for invoicing your Customers. Once your Customer:Job has been selected from the drop-down menu, the “Bill To Address”, “Work Address”, and “Account Balance “fields will all auto populate based on information you have provided in the initial set up of that particular Customer:Job as well as any previous transactions for that Customer:Job.
When payment is expected at a later date than when work was performed or goods are rendered, the New Invoice form is typically used to record the transaction. Example: You perform a service call and the customer is allowed to pay you at some point in the future. You then send an invoice to the customer and wait for a payment to arrive at a later date.
To access the “New Invoice” form, select Customers from the Menu bar then click New Invoice. The keyboard shortcut for this form is Ctrl+I.