How do I post recharges?

You can post recharges direct from the initial data entry screen in KEYPrime Advanced. 

Recharging provides the facility to: 

• Create a Sales Invoice from either a Purchase Invoice or a Bank Payment,
• Create a Purchase Invoice from a Sales Invoice or Bank Receipt,
• Create a Sales Credit Note from a Purchase Credit Note and vice versa,
• Create a Purchase Order from a Sales Order and vice versa.

Once the new transaction is open the amount which has been copied from the original invoice or order may be adjusted by right clicking on the item line and selecting Adjustments. 

Once an invoice or order has been recharged it will show a purple link icon next to the invoice total. Click on this to show a list of the transactions recharged from it. The child transactions created from the recharge will show a red icon and click on that to show the parent transaction.

A report for Recharges can be run from the List button on the Daybook. 

But what if I only want one invoice to be sent out at the end of the month for all the items in the month we need to recharge.

This can be done using the SOP / POP module.

Example: a purchase invoice comes in for servicing the fire extinguishers some of which belong to other companies

Raise a purchase order for the invoice.

Use the recharge option within the purchase order to create the recharge sales order(s) for the companies that need recharging.

From the purchase order daybook select the original purchase order and click on create invoice 

Or edit the purchase order and create invoice. 

Do this for each invoice that comes into the office that needs recharging.

At the end of the month, select all the sales orders that need to be invoiced and click on invoice. This will create one invoice for each of the customers selected, with multiple lines on the sales invoice.