Record Expense

How to Create Record Expense.

• Go to the INVOICE menu and select RECORD EXPENSE.
• Click the + ADD NEW top of the right of the page.
• Enter the BILL NO.
• Select the SUPPLIER,DESTINATION of SUPPLY, BILL DATE, SELECT GODOWN and other details.
• Select PRODUCT.
• Enter the QUANTITY,RATE, TAX to be applied on the product.
• After entering all the details, click SAVE.

Other Actions for Record Expense.

There are a host of other actions that you can perform on a Record Expense in FinalBooks.

• Print Invoice.
• Edit Invoice.
• Delete Invoice.
• Clone Invoice.
• Print Envelope.

How to Print Record Expense.

To print a job invoice:

• Go to the INVOICE menu and select RECORD EXPENSE.
• Click Action-->Print in the right of the list.
• Check the preview and click PRINT.

How to Edit Record Expense.

You can change the details of your existing Estimate. Here’s how:

• Go to the INVOICE menu and select RECORD INVOICE.
• Click Action-->Edit in the right of the list.
• After updating all details, click UPDATE.

How to Delete Record Expense.

• Go to the INVOICE menu and select RECORD INVOICE.
• Select Action-->Delete.
• Click DELETE IT to confirm.

How to Clone Record Expense.

If you want to Create an Job invoice with the same details as an existing one, you can choose to clone it rather than create a new invoice. Here’s how:

• Go to the INVOICE menu and select RECORD EXPENSE.
• Click Action-->Clone in the right of the list.
• Make necessary changes in the New invoice page.
• Click Save to Create a new cloned invoice.

How to Print Envelope in Record Expense.

• Go to the INVOICE menu and select RECORD EXPENSE.
• Click Action-->Print Envelope in the right of the list.

• Select ENVELOPE TEMPLATE
• After selecting template, click PRINT.

How to Save Record Expense as Draft.

• Go to the INVOICE menu and select RECORD EXPENSE.
• Click the + ADD NEW top of the right of the page.
• Enter the BILL NO.
• Select the SUPPLIER,DESTINATION of SUPPLY, BILL DATE, SELECT GODOWN and other details.
• Select PRODUCT.
• Enter the QUANTITY,RATE, TAX to be applied on the product.
• After entering all the details, click Save AS DRAFT and enter reason.

How to Convert Drafted Record Expense to Record Expense.

• Go to the INVOICE menu and select RECORD EXPENSE.
• Select draft filter from top.
• Select record Expense which you want to convert to record Expense.
• Select Action-->Create Record Expense.
• After entering all the details, click SAVE.