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Pro Gold i2 Online User Manual

 

Chapter 19 - Creating an Invoice/Establishing Agent Receivable Balances

Work with Customers Icon

  • Manage all invoices (i.e., Customer accounts) in this area
  • Use “Quick Find” box or “Find” button to select Agent
  • Use ”Invoice History” button to bring list of invoices for that Agent
  • Click on “Invoice” button to view/edit an invoice from the list
  • Modify/update invoice entries as needed
  • Select “Print” button:
  • Selecting “Print Current Record” prints a detailed invoice (See example on next page)
  • Use “Post” button to update general ledger:
  • Recommend not posting invoice to G/L until all charges are entered on invoice
  • Open invoice at beginning of the month/period
  • Enter/Add items throughout the month/period
  • “Post” invoice once all charges have been entered
  • Payments can be applied to any posted or unposted invoices (Do not have to post or unpost to apply payments)
  • Select “Done” to save and close invoice