New Invoices

New Invoices

Article Contents: This article how to create new invoice in Synergy Accounting, enter required details, apply terms, add manual payment info, and attach scanned images.

Step-By-Step:

Step 1: To enter a new invoice, go to “New” under the invoices tab.

Note: When entering new invoices, you can move through fields using either the TAB or ENTER keys:



Step 2: This will take you to the new invoice screen. Select your voucher type:


Select either Regular, Import, Credit, Debit, or Cancellation voucher.

Step 3: Next, start typing in the Vendor ID and select your vendor from the drop-down menu. The vendor information that was previously entered in Vendor maintenance will auto fill:


If this is a manual payment (you need to record the payment but not cut a check), check the manual payment box under Invoice Details:


Step 4: Once you have checked the manual payment box, the screen will expand and allow you to enter manual payment information. All manual payment fields are required.

Select Check if you have a Manual Payment that is a hand-typed check.

Select Electronic to record wire transfers without using a check number from your existing check stock.

Bank ID: Enter the appropriate Bank ID.

Check No: Enter the check number that you hand typed.

WARNING: You cannot post a duplicate check number in Synergy Accounting.

Check Date: Enter the Date of the hand-typed check.

The Voucher Date will default to the current date, which can be changed by clicking in the voucher date field, and you will select the invoice date from the dropdown calendar or by manually typing it in:


  1. Voucher Date - This is the Date that posts to General Ledger.
  2. Invoice Date - This is the Date that is printed on the Vendor Invoice and is used for aging purposes
  3. Invoice no. - This field is for the Invoice Number given by the Vendor. It can be numeric, alphabetic or alphanumeric. If the Vendor does not issue an Invoice Number, you have the option to use the Voucher Date or the Voucher Number. 
  4. Invoice Amount - This field is for the Invoice Amount from the Vendor.
  5. Applies To - This field is used for Credit and Debit Memos. When a Vendor issues a Credit Memo or Debit Memo, it usually applies to a certain invoice whether it remains open or is fully paid.
  6. Terms- A Normal Terms Code is used when by agreement, or by definition from the vendor, an invoice is due x number of days from the Invoice Date or a Discount is available if payment is made within a certain number of days. This will populate based on Vendor Maintenance terms. If this has not been set up, you will need to select the terms from the drop down menu:


            Optional fields:

             Due Days will autofill after selecting you terms. You enter the Due Date based on terms.

             Discount Days - Enter the number of days in which you must take the Discount.

             Discount Percent - Enter the Discount Percentage allowed by the Vendor.

             Discount Amount - Enter the calculated discount amount.

Use Tax: If the Vendor has been flagged for Use Tax, you will need to select the Use Tax code and amount to be taxed. This amount will automatically be distributed to the Use Tax GL account.

The GL AP Account will contain the A/P Trade Account Number created in the General Ledger. If this number does not default or you need to change the GL AP account, you can always do so by editing this field.

Check Comment - This field allows you to add a comment line to print on the check defining the purpose of payment.

Reference - This field is used to define the General Ledger Reference Line. This will appear in the A/P Vendor Account Inquiry and the General Ledger where it will appear as part of the Journal Entry Reference Line. If you leave the first line blank in the Voucher Reference, the Vendor Invoice and Vendor Name/Number will Interface to the General Ledger.

Step 5: To attach a scanned invoice or image to the invoice, click on “Attach Image” and browse out to where the image is saved on your computer.


Step 6: You will be able view the image under “Posted Invoices” and “Vendor Inquiry” and will also be able to remove or attach a different image after the invoice is posted.


Recommendations for scanned images are as follows:
• 300 DPI (or less) resolution
• Black & White
• JPEG format (more compressed vs PDF) • Take advantage of any compression features on scanning hardware

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