Invoice Header
Client (required): Pick any client from the drop-down list. Notice that the Bill-To and Terms information populates automatically. If the Bill-To information does not populate, you can supply this information by editing the client record in the in the Manage Clients Screen.
Invoice #: This will always be created automatically. The EYH System will determine the next invoice # based on your invoice settings. These can be changed at any time on the Invoice Settings Tab.
Date: This field will default to today's date but you can change it to whatever date you'd like.
Bill-To: (see Client above).
Total: Calculated automatically from the invoice detail lines.
Terms: (see Client above).
Invoice Detail Lines
Category: You can pick any category from the drop down list. If your desired category isn't in the list, you can add more categories from the Invoice Settings Tab in the Settings Screen.
Description: You can type any invoice line description up to 80 characters.
Quantity and Rate: The line total will be automatically calculated, and the invoice total in the top right corner will be updated.