Enter Invoice

We know the images you are seeing in this article do not match the current version of Ministry Brands Accounting! Our team is working hard to ensure that all our Knowledge Base content is up to date. We are sorry for the inconvenience! Thank you for your patience and understanding!

Enter Invoice allows you to enter Accounts Receivable invoices.

Customer Search

1. Choose the Customer from the drop-down list.
   • All Applications
   • Account Receivable
   • Donors And Gifts
2. Check or uncheck the Only Active? box as needed.

3. (Required) Enter the Name to search. By default, the Name field searches for last names and organizations. To search for first and last names, enter your search in the "lastname, firstname" format. Enter an "*" to search all.

   Tip: Search for just a first name by starting your search with a comma (e.g., ", James"). Display a complete list of names by searching for just a comma.

4. You can also search by City and State.
5. Click Search.
6. Select the customer for whom you are creating the transaction, then click the Select button. Alternatively, click the Close link to return to the previous page without selecting a name.

To use Multiple Selection, see Modify > Customer Information > Multiple Selection.

Click the Add New Customer button to add a new customer instead of selecting an existing one.

Invoice Update

1. The currently selected bank account is displayed above the customer. You can change the bank account in Current Financial Settings (More Information). Existing terms are displayed below the selected customer name.
2. By default, the Customer is also the Bill To. If you want to change this, click the Search icon next to Bill To to display the Person Search window again.
3. The Invoice Number is assigned after you save the invoice.
4. Complete the following for each transaction. The following fields are available depending on the transaction type.
   • Revenue Center
   • Invoice Date
   • The due date is automatically calculated based on the Default Days Due set up for the selected revenue center.
   • Source
5. If you want to use ACH, select that option. This causes a new ACH tab to appear below. You can also select categories for your Divisions as applicable.

There are four tabs on the page if you have Use ACH selected above.

Details Tab

The Details tab is where you put the invoice details. Select or enter your Item and then edit your Description as necessary.

Note: Set up and edit items in Modify Item Information (More Information).

Note: Click the Search icon to display a Search window. Use the filter at the top to narrow down your selection. In the Item or Project Search windows, you can also select to Show Inactive. You can then double-click the selection you wish to make or click it and click Select. Click the Close link to return to the Update page without making a selection.

1. Enter the following.
   • Item
   • Description
   • Unit Price
   • # of the item
   • Project
   • Amount is a calculation of your Unit Price multiplied by the # of items.
2. Click the Add New icon to add another detail line if desired. As many detail lines as needed can be added in this fashion. You can also enter a number between 1 and 99 on the right and click the Add New icon to add multiple lines at once (e.g., Add 10 New Lines).

At the bottom right of the grid, the Total of Lines, Sales Tax, and Invoice Total displays.

Note: Sales tax only applies to an invoice when an invoiced item is taxable, and the customer who is being invoiced is subject to the same tax.

ACH Tab

The ACH information set up as the default on the vendor record is selected in the Account(s) assigned drop-down list. If desired, use the drop-down list to select a different account. Informational fields for Account Type, Bank Routing #, and Bank Account # display the settings for the selected account. You can also select " Add new account in the Account(s) assigned drop-down list and enter the appropriate information in the fields provided. This information is saved to the customer record when you save the invoice.

Attachments Tab

The Attachments tab allows you to attach files from your device or scan images using the Scanner.Client.exe program. See the Attachments Help Page for detailed information regarding the attachments feature.

Note Tab

Enter a note in the field provided if you wish.

When Finished

1. Click the Apply button to save the invoice and start entering a new invoice.
2. Click the Update button to save changes to the invoice and return to the Unposted Invoices page.
3. Click the Reset link to undo all changes since the invoice was last updated.
4. Click the Cancel link to return to the Unposted Invoices page without saving your changes.

Updated June 04, 2026 21:41