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Learn the basics, best practices and core processing routines.

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Whether you’ve been using Pegasus products for years or are a complete newbie, our Beginners’ Guide to Opera 3 will take you step by step through the key areas of the core financials modules, and help make your day-today working life that little bit easier.

Complete Beginners'

Easy to read, easy to understand – from installation to posting your first Sales Invoice

Seasoned Pros

Refresh your knowledge and brush-up on the lesser-used functions and processing within Opera

New Starters

Use the guide to get your new-starters up-to-speed quickly, and standardise how processes are done

Whether you’ve been using Pegasus products for years or are a complete newbie, our Beginners’ Guide to Opera 3 will take you step by step through the key areas of the core financials modules, and help make your day-today working life that little bit easier.

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Author of A Beginners' Guide To Pegasus Opera 3

Excerpt From The Guide:

Excerpt From The Guide:

5.1.2 How To Post A Sales Invoice

Use the Invoice command on the Action menu associated with the Customer form to enter ‘direct’ invoices for the currently selected customer. Direct invoices are invoices for goods and/or services sold to the customer which do not involve SOP, Invoicing or Stock modules, and for which the original invoice document has been created outside the system. If you have the Costing module, you can analyse invoices to jobs, phases and revenue type cost codes to update transactions in the Costing module.


Tech Tip:

Nominal Codes

The nominal codes are linked via the sales codes which are also referred to as ‘Analysis codes’ throughout the system.

Account Specific Searching

Use the CTRL+F to bring up the search box or use the binocular icon to search for the customer account.

To Post An Invoice

  1. Click the Financials tab and the click Sales – Processing on the Ribbon Bar.
  2. Retrieve the customer record for which you want to post transaction details, click Action and then click Invoice. The Post Customer Invoice form appears.
  3. On the Cash tab, if “Allow Cash On Invoice” is switched on, use this tab to enter details on the transaction.
  4. On the General tab, enter the Transaction Header details.
  5. On the Analysis tab, select the Analysis Codes for the transaction as required.
  6. Cash Payments to be allocated to the invoice.
  7. Click OK. Now the Analyse Customer Invoice form appears.
  8. In the boxes provided, enter the breakdown of the invoice detail. As you complete each line, it is added to the list in the bottom half of the form. If the Sales Ledger is linked to the Costing or EC VAT modules, you can update the modules when the invoice is posted.
    • If you use the Costing Module, you can tick the Costing Analysis box to enter details of a job and cost code you want to update.
    • If you use the EC VAT module and you choose an appropriate VAT code, you can enter details for the SD Report on the EC VAT SD Details Form.
  9. When the To Analyse box is zero, press ESC and then click Post.
    • If the Allow Advanced Postings option is selected on the Sales Options form, select the Advance option on the General tab to post the transaction to the next accounting period.

Hint:

You can display the EC VAT details associated with the current item line using the EC VAT command on the Action menu associated with the Analyse Customer Invoice form. This only
applies if you have the EC VAT module installed and activated and have selected the EC Despatches SD option on the Options tab of the Company Profiles form in the System module.

Use the Invoice command on the Action menu associated with the Customer form to enter ‘direct’ invoices for the currently selected customer.

Direct invoices are invoices for goods and/or services sold to the customer which do not involve SOP, Invoicing or Stock modules, and for which the original invoice document has been created outside the system. If you have the Costing module, you can analyse invoices to jobs, phases and revenue type cost codes to update transactions in the Costing module.


Tech Tip:

Nominal Codes

The nominal codes are linked via the sales codes which are also referred to as ‘Analysis codes’ throughout the system.

Account Specific Searching

Use the CTRL+F to bring up the search box or use the binocular icon to search for the customer account.

To Post An Invoice

  1. Click the Financials tab and the click Sales – Processing on the Ribbon Bar.
  2. Retrieve the customer record for which you want to post transaction details, click Action and then click Invoice. The Post Customer Invoice form appears.
  3. On the Cash tab, if “Allow Cash On Invoice” is switched on, use this tab to enter details on the transaction.
  4. On the General tab, enter the Transaction Header details.
  5. On the Analysis tab, select the Analysis Codes for the transaction as required.
  6. Cash Payments to be allocated to the invoice.
  7. Click OK. Now the Analyse Customer Invoice form appears.
  8. In the boxes provided, enter the breakdown of the invoice detail. As you complete each line, it is added to the list in the bottom half of the form. If the Sales Ledger is linked to the Costing or EC VAT modules, you can update the modules when the invoice is posted.
    • If you use the Costing Module, you can tick the Costing Analysis box to enter details of a job and cost code you want to update.
    • If you use the EC VAT module and you choose an appropriate VAT code, you can enter details for the SD Report on the EC VAT SD Details Form.
  9. When the To Analyse box is zero, press ESC and then click Post.
    • If the Allow Advanced Postings option is selected on the Sales Options form, select the Advance option on the General tab to post the transaction to the next accounting period.

Hint:

You can display the EC VAT details associated with the current item line using the EC VAT command on the Action menu associated with the Analyse Customer Invoice form. This only
applies if you have the EC VAT module installed and activated and have selected the EC Despatches SD option on the Options tab of the Company Profiles form in the System module.

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