Invoices & documents
Create a manual invoice
Record an input or output invoice manually when no usable imported draft is available.
When to use it
- Record an externally issued invoice
- Correctly capture VAT, EWT, or CWT treatment
- Attach source and supporting documents
Before you begin
- Know whether the invoice is input or output
- Prepare counterparty, invoice details, line items, and source documents
How to use it
- 01
Start manual entry
From the invoice library, choose Manual Entry and select the invoice direction.
- 02
Enter invoice details
Complete the invoice number, date, counterparty, currency, and line items. Review calculated totals.
- 03
Set tax and withholding treatment
Confirm VAT and choose the applicable withholding method. CWT applies to output invoices; EWT applies to input invoices.
- 04
Attach evidence
Add one primary attachment and, when needed, up to three supporting attachments.
- 05
Save or confirm
Save a draft if details are incomplete. Confirm only after duplicate checks, totals, and attachments are correct.
System screenshot
What happens next
A validated invoice record is available for review, voucher generation, and tax work.
Good to know
- Manual entry records an invoice; it does not send a commercial invoice to a customer.
- Do not confirm if the invoice number or counterparty might be duplicated.