Add a Historical Invoice without Deducting from Inventory

The purpose of entering a historical or past invoice is for tax purposes and to add the transaction to the purchase history of the customer without deducting from your current on-hand inventory amounts.

1. From the contact profile, click on theAccount & Invoices tab.
2. In the upper right corner of the Invoices section, clickand select New Historical Invoice from the drop-down.
3. Acknowledge and confirm that you want to create a historical invoice by clicking Yes.
4. From the Process Invoice pop-up, choose from the following options: Remove product from inventory (unchecked by default), Add sample followup to the calendar, Update customer last contact, and Change customer account balance.
5. When finished, click OK.
6. Clickand in the Search field, enter either a partial description or part number. To view past purchases, click the History tab at the top of the form.
7. Double click to add items to the invoice, or select the checkbox next to each item, then click.
8. When finished, click .
9. If the invoice was paid in full, at the bottom of the invoice under the Details tab, clicknext to the appropriate payment type, otherwise enter the amount being applied.
10. Additional information can be added to the Check Number and Memo fields.
11. When finished with the invoice click .

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Additional Information:

• Invoice Overview
• Create a New Invoice
• Add a Historical Invoice without Deducting from Inventory