Learn how to create an invoice from scratch.

1. On the Invoices page, click Create.
2. In the General Info section, select a supplier and enter a number for the invoice in the Invoice # field.
3. In the Bill To & Ship To section, select a Chart of Accounts from the dropdown, then click the Choose an Address icon in the Ship To field and click Choose in the Action column of the address' row.
   If you get a pop-up when selecting the Chart of Accounts saying that changing the Chart of Accounts will clear billing details, click Yes, do it anyway on the pop-up.
4. In the Supplier Info section, click the Choose an Address icon in the Remit To field and click Choose in the Action column of the address' row, then click the Choose an Address icon in the Ship From field and click Choose in the Action column of the address' row.
5. In the Lines section, enter the line item details:
   • For products, select Qty from the Type dropdown, then enter the description, quantity, unit of measure, and price.
   • For services, select Amt from the Type dropdown, then enter the description and price.
   To add a line item to the invoice, click Add Line.
6. If the invoice includes line items that may be taxed at different rates, select Line Level Taxation.
7. Click Calculate Taxes.

   • If you did not select Line Level Taxation, the tax amount calculated by Global Tax Determination appears next to the calculator icon on the Tax line in the Totals & Taxes box.

     

   • If you selected Line Level Taxation, the tax amounts calculated by Global Tax Determination appear next to the calculator icon in the Taxes section of each line item. The total line item tax amount appears next to the calculator icon on the Lines Tax Totals line in the Totals & Taxes box.

     
8. Click Submit.
   The GTD Tax and GTD Tax Rates custom fields are filled in.