Issue conventional invoices for services
When you work with conventional invoices for services, OnBalance issues an invoice when you enter the invoice number in the Invoice # field of a sale of services.
To issue a conventional invoice for services, follow these steps.
- Do one of the following.
- Add a sale.
- Open an existing sale for which you want to issue an invoice.
- Enter the invoice number in the Invoice # field.
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Click Save.
After you save the sale, many fields will be disabled, except for fields related to installments and payments. To re-enable the fields, cancel the invoice.
OnBalance also prepares this sale for export to the accountant.
Note:
If the Invoice field is not displayed, it is for one of the following reasons.
- OnBalance is not yet configured to issue invoices. For more information, see Set up invoices.
- Your city works with electronic invoices. For more information, see Issue electronic invoices.
OnBalance does not print invoices in continuous form.