Transcraft My Accountant
Transcraft My Accountant


This section allows you to list and control the invoices you issue to your clients. Invoices which have not been paid will be marked in red.

You can create a new invoice from scratch by clicking on the Invoices node in you Book Explorer using the right mouse button to bring up the menu

A new empty invoice tab will be created for you using the next available invoice number. The application will automatically detect your naming scheme to derive the next invoice number. For example, if you call your first invoice COOL001, the application will return COOL002 as the next invoice number, although you can always override this if you want to.

A more powerful feature is the cloning of an existing invoice, using it as the template.

This feature is useful for businesses with repetitive periodic invoice, where only the dates and the hours change. The newly created invoice will have the dates automatically adjusted for the new period by deriving from the relative differences between the dates in the template invoice. For example, if your template invoice has an invoice date of 4th November, a receipt date of 11th November, and the start date of 24th October, end date of 28th October, then let's say you want the invoice date of your new invoice to be 18th November, then the application be automatically set the receipt date to 25th November, the start date to 7th November and the end date to 11th November.

Click for a typical screen for an invoice. You can display this screen by selecting on the "Show details..." option on the menu above, or by clicking on the invoice itself in the Book Explorer tree.

The list of invoices can be sorted by clicking on certain column header for the list. This should be familiar to Excel users. The column used for sorting will have the down arrow displayed against it

When an invoice is paid i.e. when the fund is credited into your account, you can use the invoice to generate an entry in your Entry account by selecting the "Mark as paid" option on the context menu (which can be activated by clicking on the invoice entry with your right mouse button), or you can force update the entry at any time using the option "Update/generate Ledger entries".


Ad hoc reporting applies to this screen. You can create an ad hoc report by selecting a number of invoices (click on the first invoice, then click on all the other invoice while holding down either the shift or control key), then click on the "Generate HTML" or "Generate PDF" button on the toolbar.


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