There are four ways to create a new invoice, whether you're adding a single or a batch invoice. (If you're already on the Invoice Entry page, skip to Creating an invoice.)
From a member's detail page, click the Accounting tab and then add invoice. (Or, click create an invoice in Related Tasks.)
From the Member Search page, you can add an invoice for all members in a result set or a subset of members you select using the checkboxes at the right of the list. (For more information, see Using advanced member search results.)
From any page, select invoice from the Add New list.
From the Transactions page, click add invoice in Related tasks.
You can also add invoices for specific members from the member search results page (see Using member search results) or from the detail page for a specific member (see Member details page).
No matter which method you choose above, you'll be taken to the Invoice Entry page as demonstrated below.
Select the member or members for the invoice.
If you chose to add an invoice from member search results or from a member detail page, Member(s) already contains names of those selected. If you chose multiple members, the system creates a separate invoice for every member listed.
If you selected add invoice from the Add new list or Related Tasks, select the Member name option and begin typing the member's or organization's name in the text box. As you type, the system auto-searches for a matching member. Select the appropriate member from the dropdown list that appears.
To add a batch of invoices for all members in a Smart Group, select the Smart group option. Then select the appropriate group from All Groups. Next, choose a group from the second list. (For more information on groups and how to create and use them, see Smart Groups.) This creates a separate invoice for every member in the group.
Today's date is the default value for Invoice
Date . In most cases, you change this to a later date. To change
this, click the calendar icon 
and choose the correct
creation date.
Today's date is the default value for Payment
Due Date. In most cases, you change this required field to
a later date. If there is no due date, leave it as the default or
change it to a much later date. To choose a difference date, click the
calendar icon .
Note: The Payment Due Date is for record-keeping and reporting purposes only. It has no impact on other parts of the system, and it does not prevent you from allocating funds to the invoice on a date later than the due date.
Provide a PO Number field, if available.
If needed, include notes for the Invoice Description. For example, you might include special instructions or circumstances surrounding the invoice. This information appears at the top of the completed invoice and is viewable by the member.
Include a Description for each invoice item; for example, Dues.
If the line item is a discount (negative amount), select Discount. This highlights the line item in red and forces a selection from the Expense GL accounts rather than the full account list. If you don't yet have an expense account created, a link for this purpose appears. You must create at least one GL expense account in order to complete the invoice. For more information, see General Ledger.
Under GL Account, click click to select and choose the account to which this item should be allocated. At least one GL Account must exist to submit an invoice. For more information GL accounts, see General Ledger.