Sales
Prerequisites
Routing an invoice ledger account allows you to change the account where the invoice amount is received as required instead of the default one.
The prerequisites for changing the route of the invoice account are
- Make sure the “Chart of Accounts & Journals Accounting” app in the “Accounting Management” module is enabled.
- For more information, please refer to the tutorial “Managing Apps“.
- Make sure to the “Sales Account Routing Type” in “Accounting Settings” is set to “Specify per each” so that you have the flexibility to specify a different account ledger for different invoices as required.
- For more information, please refer to the tutorial “Sales Accounts Routing“.
To specify a ledger account in an invoice
- Click on “Sales” from the main menu.
- Click on “Create Invoice”.
- Go to the “Ledger Account” field within the invoice data.
- Enter the code or name of the required ledger account.
- Select the account from the search results.
- Proceed with invoice creation and save the invoice.