The Multi-Invoice Entry Form

If you’re looking for a quicker way to enter your invoices then you may want to use the Multi-Invoice entry form. This tool works more like a spreadsheet and allows you to input just the date, description, VAT (Where applicable) and total amounts. You can enter up to 50 invoices in one go. The Multi-Invoice form is available for both sales invoices and purchase invoices.

Here’s how to get started:

1. In this example we will enter some invoices for a client. The process is much the same for suppliers. First let’s locate the client we are interested in, we can perform a quick search on the dashboard.

2. On the client detail screen click the ‘Create New...’ button and select ‘Multi-Invoice Entry’. You will be presented with a form where you can enter each invoice on an individual line.

3. You can change the client or the category (nominal code) by editing the yellow boxes.

4. Simply enter all the information for your invoices and click on the save button when you are ready. You can save time by clicking the down arrow on each column to copy your data to the line below.

5. You can flag these invoices as paid by checking the paid button and then specifying which account the funds were paid into. This will lodge a matching payment inline with the invoice.

Don’t forget you can use the same process described above for purchase invoices. Simply locate the supplier and follow on from step 2.