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Using TurboCASH

 







MENU OPTIONS
INPUT - DOCUMENTS - INVOICES MENU
  
The Invoices menu option allows you to create and edit invoices for your debtors (customers) and to print delivery notes for the invoices, which you have created or edited.

To Access the Input - Documents - Invoices Menu:
Click on the Input - Documents - Invoices menu option or press the and and and keys on your keyboard. A list of 2 menu options for your Invoices will be displayed.

Click to Open, Create, Close, Delete, Save, Backup, Restore, Data Re-index a Set of Books, to Choose a Different Language or Exit the TurboCASH program. Click to create a new or edit or to delete a Bank, Creditor, Debtor, General Ledger or Tax Account, Budget, Contacts, Stock Items, User Reports, Repeating Entries, Repeating Invoices or to delete Documents. Click to do Stock Adjustments, enter transactions, copy Repeating Transactions into a Batch, generate Documents (Invoices, Credit Notes, Quotes, Purchase, Goods Returned or Orders, confirm Quotes and Orders, Print Delivery Notes or Documents, POS invoices, editing Open Item Links and to update or post documents and batches. Click to generate Batch Type, Creditor, Contact Listing, Debtor, General Ledger, Bank Reconciliation, Document Listing, Stock, Sales Analysis, POS Reports, Purchase Analysis, Tax and User Reports. Click to Set up Preferences and System Parameters. Click to initiate the Calculator, Global Processes, Search, Report Designer, T-Account Viewer, Export and Import Data, Data Integrity Check, Script Engine, Customise Languages and Plug-ins. Click to access the Help Files, obtain information About TurboCASH, Support information, Online Registration, download an Updated version of the program from Pink Software's Website. Click to enter transactions in a Batch, e.g. Receipts, Payments, Sales Journal, etc. Click to Open a Set of Books. Click to Take on Stock Items, to Adjust Average and Latest Cost, Quantity and Average Cost, Quantity and Latest Cost and up to 3 Selling Prices for Stock Items. Click to enter transactions in the available Batches or (Auxiliary Journals - Books of First Entry). Click to Generate Documents (Invoices, Credit Notes, Quotes, Purchases, Goods Returned and Orders). Click to link specific receipts to a specific invoice for Debtors and to link a specific payment to a specific purchase document for your Creditors. Click to reconcile any of the bank accounts. The Receipts and Payments Journal linked to a selected bank account, can be reconciled with a bank statement. Click to Update or post a Batch or Documents to the General Ledger. Click to create Invoices. Other documents (Credit Notes, Quotes, Purchase, Goods Returned or Orders may also be selected. Click to create a Credit Note for a Debtor or Customer. Click to generate an Invoice or to print Delivery Notes for a Debtor or Customer. Click to generate an Order for a Creditor or Supplier. Click to generate a Purchase Document for a Creditor or Supplier. Click to generate a Quote for a Debtor or Customer. Click to generate a Goods Return or Supplier Return Document for a Creditor or Supplier. Click to Confirm and Convert a Quote to an Invoice or an Order to a Purchase Document. Click to reconcile any of the bank accounts. The Receipts and Payments Journal linked to a selected bank account, can be reconciled with a bank statement. Click to print or reprint any of the generated (Posted or Unposted) Documents (Invoices, Credit Notes, Quotes, Purchases, Goods Returned or Orders). Click on the Setup - Preferences - Theme menu option to change the theme. Click on the Setup - Preferences - Theme menu option to change the theme. Click on the Setup - Preferences - Theme menu option to change the theme. Click to open a session to process POS Invoices. Click to link specific receipts to a specific invoice for Debtors and to link a specific payment to a specific purchase document for your Creditors. Click to create Invoices. Other documents (Credit Notes, Quotes, Purchase, Goods Returned or Orders may also be selected. Click to print delivery notes for sales invoices.
Select the following options:

 

Option Description
1. Enter Create and edit invoices for your debtors (customers) from your stock code file.
2.

Print Delivery Notes

Delivery notes can only be printed for a specified invoice. Delivery notes contain the details of the stock item code file and quantities of the items for each invoice. Delivery notes are usually sent to debtors (customers) when you deliver the stock items or goods. The debtors or customers will check that the stock items or goods are received in the correct quantity and quality as specified on the delivery note and sign the delivery note.


You may also access any of these documents in the following 2 options:
Click on the speed button or press the key on your keyboard. The Document Entry screen will be displayed.
Click on the drop-down arrow and select the Document, which you wish to generate or process, (if it is another document than the displayed document type).

Click on the drop-down arrow to select any other document than invoice for a debtor (customer) account. Click on the drop-down arrow to select any other document than invoice for a debtor (customer) account. Select to create or edit a credit note for a debtor (customer) account. Select to create or edit a purchase document for a creditor (supplier) account. Select to create or edit a stock or goods returned document for a creditor (supplier) account. Select to create or edit a quote for a debtor (customer) account. Select to create or edit an order for a creditor (supplier) account.

The Document Entry screen will change to reflect the selected document.

OR

- You may also select the document from the down arrow next to the speed button.

Click to Open, Create, Close, Delete, Save, Backup, Restore, Data Re-index a Set of Books, to Choose a Different Language or Exit the TurboCASH program. Click to create a new or edit or to delete a Bank, Creditor, Debtor, General Ledger or Tax Account, Budget, Contacts, Stock Items, User Reports, Repeating Entries, Repeating Invoices or to delete Documents. Click to do Stock Adjustments, enter transactions, copy Repeating Transactions into a Batch, generate Documents (Invoices, Credit Notes, Quotes, Purchase, Goods Returned or Orders, confirm Quotes and Orders, Print Delivery Notes or Documents, POS invoices, editing Open Item Links and to update or post documents and batches. Click to generate Batch Type, Creditor, Contact Listing, Debtor, General Ledger, Bank Reconciliation, Document Listing, Stock, Sales Analysis, POS Reports, Purchase Analysis, Tax and User Reports. Click to Set up Preferences and System Parameters. Click to initiate the Calculator, Global Processes, Search Inspector, T-Account viewer, Export and Import data, Data Integrity Check, Script Engine, Customise Languages and Plug-ins. Click to access the Help Files, obtain information About TurboCASH, Support information, Online Registration, download an Updated version of the program from Pink Software's Website. Click to Open a Set of Books. Click to create a backup file or to restore the data for a set of books from a backup file. Click to enter or edit transactions in a batch type or journal. Click to reconcile any of your available bank accounts. Click to edit open item links for debtor and creditor accounts. Click to launch the Investigator to search for specific data. Click on the Setup - Preferences - Theme menu option to change the theme. Click on the Setup - Preferences - Theme menu option to change the theme. Click to create Invoices. Other documents (Credit Notes, Quotes, Purchase, Goods Returned or Orders may also be selected. You may also select a Sales or a Purchase document or the Point-of-Sale invoice from a list. Click to select invoices, credit notes or quotes for your debtors (customers). Click to select purchases or orders for your creditors (suppliers). Click to create Point-of-Sales invoices for your debtors (customers). Click to select to create or edit invoices for your debtors (customers). Click to select to create or edit credit notes for your debtors (customers). Click to select to create or edit quotes for your debtors (customers).

Once documents have been generated, the documents may be edited, if necessary, and then the Invoices and Credit Notes for your debtors (customers) and the Purchase and Stock or Goods Returned documents for your creditors (suppliers) may be posted or updated to the ledger.