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To create a miscellaneous invoice

  1. On the Process menu, click Billings/Invoices and then click Miscellaneous Invoice.
  2. In the Invoice no box, enter the number of the invoice, i.e., MISC001. Avoid using the characters *, ? and " in the identification.
  3. In the Client no box, type or select the client for whom you want to issue the invoice.
  4. If applicable, select a project and subproject for the credit note.
  5. If applicable, enter any 7-digit alphanumeric reference number (e.g., purchase order number). As above, do not use the characters *, ? and ".
  6. The Date is set by default to the end of the current active period. Change this as applicable.
  7. Select the appropriate billing format. The preset billing formats provide the following:

    Takes the long description from the Billing Format tab and adds the invoice date in a separate field. If no long description exists, it takes the short description.

    This is the only format that inserts the date.


    Provides the ability to enter a unique description for the invoice through the memo function. Only the description of the charge must be entered using the Memo feature.

    All others

    Like the AUTO format without the date field, these formats provide details of all charges included and the standard description as defined in the Billing Formats tab.

  8. In the Amount box, enter the amount of the invoice less taxes.

    The tax amounts are automatically calculated and can be overwritten as necessary.

  9. Click the Edit Memo button to enter the body of a free format invoice or, for other types, additional lines of information.
    You can set the font for memos.

  10. Click Post to GL to post the amount of the invoice to one or more general ledger accounts.

  11. Click Close to save.


  • Miscellaneous invoices differ from final or interim invoices in that the amount of the invoice does not reduce WIP; it increases accounts receivable only.