How to Create a Journal Entry
- Raymond Cantrell III
Note: A Journal Entry should be created as a PlayerFirst record of the invoicing a brand may do in GotSport, etc. E.g., for invoicing that occurs outside of PlayerFirst.
Sign in to a PlayerFirst website.
On the left navigation, click Sales > Invoices.
In the upper right corner, click the Breadcrumb menu.
Click Create Journal Entry.
Invoice Date: Select a date for your journal entry.
Note: All entries should fall within the same month as the invoice date.Source: Search for and select the company that has the invoicing you are creating the Journal Entry for.
Number of Entries: Select the number of entries you are creating. This is synonymous with the number of line items on a standard invoice.
Click Continue.
Net Sales: Type the net amount for the selected program on the invoice date.
Program: Select the Program your entry is related to.
Account Type: Leave as Based on Program, unless accounting requests a different categorization of this income.
Description: Note what the entry is for.
Click Save.
Click Yes to confirm that, “Once created, the associated invoices will not be editable.”
Click the Invoice Number to view the invoice you just created.
ORClick Start Over to create another Journal Entry.