Overview:
Recording customer invoices accurately in QNE Cloud Accounting is essential for managing your revenue, tracking receivables, and ensuring your financial reports reflect real-time business performance. This guide provides a detailed walk-through of how to enter a customer invoice in QNE Cloud, highlighting important fields, tips, and examples to help streamline your billing process.
Scenario:
You’ve recently completed a service for a client or delivered goods and are now ready to bill them. You need to issue a customer invoice that includes the correct customer details, invoice date, due terms, itemized charges, taxes, and remarks. This invoice will then be recorded in QNE Cloud for tracking and follow-up.
Procedure:
Step 1: Open the Invoice Entry Screen
Navigate to Accounts Receivable > Invoices.
Click Add to begin creating a new invoice.
Step 2: Fill in Invoice Header Details
Complete the following fields at the top section of the invoice:
Customer Code – Select the appropriate customer from the dropdown list.
Date – Defaults to today; adjust if needed.
Tax Date – Usually matches the transaction date, but can be modified for VAT reporting purposes.
Term – Auto-fills based on the customer record but can be manually changed.
Agent – Also auto-fills from the customer profile; if blank, select manually.
Global Description - A general label for the invoice.
Tax Inclusive - Tick this box only if your price already includes VAT. Leave it unticked if not.
Step 3: Enter Invoice Line Details
For each column:
Account – Select the proper revenue account code (e.g., Service Income).
Account Name – Auto-fills based on the account code.
Description – Defaults to the global description but can be edited per line item.
Amount – Input the transaction value.
Tax – Choose a tax code (e.g., Vatable 12%) if applicable.
WTax – Select a withholding tax rate if necessary (optional).
Once all line items are entered, click Save.
Step 4: Confirm Invoice Creation
A confirmation message (“Create Invoice Success”) will appear.
Application:
You're a consulting firm and just completed a project for “BlueTech Innovations.” The service fee is PHP 75,000, with 12% VAT, and payment terms are Net 30.
Customer: BlueTech Innovations
Invoice Date: July 1, 2025
Term: Net 30 (Due Date = July 31, 2025)
Line Item:
Description: Consulting Fee
Account: Service Revenue
Amount: PHP 75,000
Tax: Vatable (12%)
Once saved, this invoice becomes part of your accounts receivable and can be used for follow-ups, collections, and reporting.
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