Overview
A sales invoice represents the financial charge to a customer for one or many shipments. A single sales invoice can cover a single shipment, a group of shipments related to the same sale order, or all shipments to a single customer in a single month.
...
| Field | Description |
|---|---|
| Type | This is the transaction type for this Invoice |
| Number | This field contains a unique transaction number that identifies the sale invoice |
| Status | The transactions current status which can have optional colour coding of the status property on all transactions |
| Date | The date/time of this transaction. Defaults to the date/time this transaction was created |
| Customer | This is the customer related to the Invoice |
| Customer Order | This field shows the customer order for this sales invoice customer can enter a unique value. This field is also editable once invoiced this can only be set through a system reference in SALES> INVOICE-CUSTOMER-ORDER-EDIT-DAYS: Set the days after posting that the customer order of the sale invoice can be edited |
| Value | This is the value inc tax invoiced for the sale invoice |
| Tax Value | This shows the tax applied to the sale invoice. This value is automatically calculated |
| Document Group | You can group customers into certain document group ranges. (Example only: schools all have document numbers starting at 1000000 and normal customers are in the 3000000 range and govt customers are all in the 9000000 range.) |
| Change | The change given to the customer for this invoice |
| Year | This shows the year the Invoice was created |
| Month | This is the month the Invoice was created e.g if its February it will show a 2 |
| Week Of Year | This is an integer which counts how many weeks have passed since the first week of the year. e.g of invoice is created 8/2/2017 this is in week 6 of the year |
Lines tab
| Field | Description |
|---|---|
| Product | The product for the the line |
| Name | The product name for the line |
| Qty | This field shows the unit quantity invoiced for this line |
| Unit | The product unit for the line |
| Unit Quantity on Hand | The products quantity on hand |
| Price Inc | The unit price including tax for the line |
| Dis | The discount applied to the item, expressed as a percentage |
| Tax Code | The tax Code for the product |
| Tax Value | The tax valued invoiced for this line. The value is automatically calculated |
| Value | This is the value inc taxed invoiced for this line |
| Notes | This is the line notes |
| Variance Percent To Default Price Level | Show percentage difference between the invoice and price value |
| Value Inc Tax At Default Price Level | Product Value Inc Tax for the Default Price Level |
| Value Ex Tax At Default Price Level | Product Value Ex Tax for the Default Price Level |
...