On 12 Feb 2007, at 01:50, Keith Lowe wrote: > ... > I did this with AR-->Sales Invoice. > > I select the customer from the pull down. > > Question #1 - do I just make up an invoice number? How do I know that > I'm not using a duplicate? Do I need to keep track myself? > Quickbooks just auto increments the last invoice number you created. > How does this work here? Is this a good case of my having a "basic > accounting" vs. "QuickBooks" mindset?
Leave it blank. The invoice number will be created when you email (, print?) or post. If you wish to start at a specific number then enter n-1 in System > Defaults IE: if this field says "700" then the next invoice you create will be 701. You can also enter primitive formatting in that System > Defaults field. IE: if you wanted invoice numbers to be in the format CAS00123 then you would enter "CAS00000" there and the appropriate fixed letters and leading zeroes will be entered for each invoice. > Moving on - when I hit Post, it says "Item not on file!" and then > "What type of item is this, Part or Service" - where does it get this > from? I have one service defined, and it is number 1. But putting a > 1 in the Item or Number fields in Add Sales Invoice doesn't do > anything. Did you click update first? "Post" actually commits the transaction. Normally you enter all or part of the part number (in your case "1") & then click update - the remaining fields (description &c) should then be automagically filled in. You should ensure that ALL the invoice details are fully correct before posting. Note that I have seen similar behaviour when entering past invoices into SL - if you enter a part and then click save and then create an invoice in which you change the date on the invoice to last week. Basically SL considers the part as unavailable _on the date of the invoice_ - I think the way to deal with this is to enter an appropriately earlier date in the "updated" field when creating the part. I'm pretty sure you can also go & edit this field in already existing parts, so that SL will accept them when entering past invoices. Finally, double check you have saved the part by looking in Goods & Services > Reports > All Items. Is it possible you clicked "update" rather than "save"? I can see this is perhaps confusing terminology. > Let me ask something else while I'm here: about AP > > I've added 2 vendors. I now go to Add AP Transaction, and I select > one vendor from the pull down menu. Not sure what to put in Invoice > Number, so I just make up "222". I always enter here the invoice number that was on the invoice the vendor sent me. > I can go to AP-->Reports-->Transactions and see the invoice I just > entered. > > I should use Cash-->Payments, and I find the invoice I entered, > enter a check number in Source, and Post. > > Now what? Now that AP transaction is in your database & it appears as part of your whole profit & loss thing in reports. > I guess what I'd like to do is to print the check, but I'm > not even sure about that. Sorry, no idea. I didn't realise until I searched that this was a built-in feature and I think that printing cheques is far more common in the US than here in Europe. Stroller. PS: I'm actually still using SQL-Ledger (SL) from which Ledger-SMB is forked, but I'd assume they have diverged little so far. ------------------------------------------------------------------------- Using Tomcat but need to do more? Need to support web services, security? Get stuff done quickly with pre-integrated technology to make your job easier. Download IBM WebSphere Application Server v.1.0.1 based on Apache Geronimo http://sel.as-us.falkag.net/sel?cmd=lnk&kid=120709&bid=263057&dat=121642 _______________________________________________ Ledger-smb-users mailing list [email protected] https://lists.sourceforge.net/lists/listinfo/ledger-smb-users
