See also: Self Billing Invoices
To begin creating a document, you must enter an account number in the Account field of the Self Billing Invoices form.
If the account code is not known at this point you can use a search facility by clicking the Account field Ellipsis button 
on the Creditors Accounts form.
Through the Search Facility it is possible to perform a search of existing supplier accounts by Short Name or Word search.
To activate the short name search:
Click the Account field Ellipsis button , and a Supplier accounts form is opened with buttons to do a Short name or a Word search.
Click the Short name button.
A list of short name accounts is shown in the Supplier accounts form in alphabetical order.
Tip: You can limit the Short name search to a specific letter or letters by entering the first CAPITAL letter(s) of the account you are searching for in the field to the left of the Short name button.
Select the required account from the Supplier accounts form click the OK button.
To activate the Word search:
Click the Account field Ellipsis button .
A Supplier accounts form is opened with buttons to do a Short name or a Word search.
Enter the word(s) on which you want to search and click the Word Search button.
The Word search facility cannot be used without any input into the field to the left of the Short name button. Up to three words can be input into this field each one up to eight characters long.
What cannot be entered is PHA and DON because these are not the stems of the words ALPHA and LONDON. Words can be entered in any order and the search is not case sensitive. To find Alpha Cars in London it would be acceptable to enter LON followed by ALP. A word must be a minimum of three characters, and the following data fields have been considered when creating the word search index for Purchase Ledger accounts:
The system displays a list of matching records showing the short name, account number, name and address (as much as will fit into the form).
Select a matching record from the search results and click the OK button.
Tip: To end the search without selecting an account click the Cancel button.
When you have carried out your search and decided what you want to do, you must use one of the following Action group buttons available to you on the Creditor Accounts form.
If the short name search option is selected, a list of all short names appears, which can be scrolled down to select the relevant name.
When the account is selected from your search or directly entered into the appropriate field, Autoline transfers key account details from the account record to the appropriate field on the form. These are the account type, the terms and the currency, along with the name, address and postcode.
Unlike the form in the Batch input of document option, this form allows you to modify the name and address information after the account number has been entered. Please note that in addition you must enter a valid VAT number in the VAT Reg field.
To re-edit the account code, select the field and change, or click the Ellipsis button to use the search facility.
You are now ready to Enter Document Details.
