Batch invoices

This screen makes provision for a batch of different sales invoices on the same screen. This may include multiple line item invoices or single item invoices.

Setting the invoice details

Customer Code - select the correct customer code from the list. If the customer does not yet exist there is provision for a new record to be created.

Invoice Date - enter the date of the sales invoice.

Nominal Code - enter the correct nominal type or select from the list.

Description - enter some narrative to describe the item.

Amount - enter the net value of the individual item.

VAT Rate - enter the net value of the individual item.

VAT Amount - type the applicable VAT for the item or select from the list.

Repeat the above for additional line items or separate sales invoices to be entered in this batch.

Keyboard Shortcuts

To assist further with speeding up data entry for a batch of sales invoices three are several shortcut keys provided:

F6 Key - copies the value from the field above (useful if entering several items from the same invoice where the customer, date and invoice number are the same).

A multi line item with the same Customer Code, Date and Customer reference will be treated as a single invoice once uploaded in to IRIS KashFlow Connect.

F7 Key - inserts a blank line in to the batch for an additional item to be added.

F8 Key - deletes a line from the batch.

Finalising the batch

Once the all the items of the batch have been entered select Save. The batch will then be listed:

This batch can be reopened for editing with a double click.

If you wish to delete a saved batch from IRIS KashFlow RapidFire select the Discard option. A warning will appear to confirm you are happy to proceed with the deletion.

Cancel will close a saved batch without saving any changes.