Customer invoices

What it is

Bills raised to outside people or groups, such as hall hire.

Why it matters

Keeps track of money owed to the school by non-students.

When to use it

Office staff raise these bills and record payments as they arrive.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Accounting to open it.
3. Click Customer invoices.

What you see

Customer invoices · click the picture to enlarge

• The list has these columns: Invoice, Customer, Invoice date, Due, Payment, Total, Balance. Click a column name to sort by it.

Buttons on this screen

• New invoice — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

Opening a record

Click any row in the list to see everything about it on one page.

INV/FY2026-27/000001 · click the picture to enlarge

Filling in the form

1. Click the New invoice button at the top right.
2. Fill in the boxes. Boxes marked with a red * must be filled in (7 on this form).
3. Click Save at the bottom. If something is missing, the box turns red and tells you what to fix.

The form: Customer invoices · click the picture to enlarge

The fields

Field	Type	What to enter, and why
Customer *	choose	Pick the customer this invoice is sent to.
Invoice date *	date	The date the invoice is issued, as shown on the invoice.
Due date *	date	The date payment is due by.
Line 1 — description *	text
SAC	number	The official code for the service sold, from the tax list. Ask your accountant.
Quantity *	number	How many units of the item or service are being billed.
Unit price *	number	The price of one unit, before tax.
GST rate *	choose	Pick the tax rate that applies to this item.
Notes	long text	Any extra detail to show on the invoice. Optional.

Types: text — type it in · number — digits only · date — click and pick from the calendar · choose — click and pick one from the list · pick one — click one of the options · switch / tick box — click to turn on or off · long text — type as much as you need · file — click to attach a file from your computer.

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