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Field | Description |
|---|---|
Transaction Number | The transaction number for the shipment. |
Created At | The date and time when the shipment record was created in the system. |
Product | The product that was shipped. |
Location | The location from which the product was picked. |
Product Unit | The product unit for this shipment. |
Unit Quantity On Hand | The quantity of this unit on hand. |
Unit Quantity Shipped | The quantity of this unit that was shipped in this shipment. |
Tax Value Shipped | The tax value of the goods shipped. |
Value Inc Tax Shipped | The value of the goods shipped, including tax. |
Unit Price Ex Tax | The price of each unit, excluding tax. |
Unit Price Inc Tax | The price of each unit, including tax. |
Discount Percent | Any discount applied to the shipment, expressed as a percentage. |
Tax Code | The tax code applied to the shipment. |
Has Notes | Checked if the shipment has notes. |
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Invoices tab
The Invoices tab on the Status tab of the Card Details window shows all sale invoices that have been recorded for this card.
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Buttons
Button | Description |
|---|---|
Credit | Generates a credit for the selected sale invoice. |
Finalise and Allocate | Finalises the invoice, then displays a new allocation transaction to allow the open item generated from the invoice to be allocated to other open items. |
Generate Machine | Generates a machine from the invoice. The product from the first invoice line will become the machine, and any other lines will become accessories on the machine. |
Delete | Deletes the selected invoice. |
Filter view | Lets you view invoices from the last three months, or all invoices. |
Notes | Shows any notes that exist for the selected invoice. |
Show in Report | Lets you run a variety of reports for the selected invoice. |
Show Transaction | Opens the original invoice. |
Export | Exports the list of invoices. |
Print Preview | Shows a print preview of the list of invoices. |
Fields
Field | Description |
|---|---|
Date | The date of the invoice. |
Transaction Number | The transaction number of the invoice. |
Customer Order | The customer order number for the invoice. |
Cost Ex Tax Invoiced | The total cost invoiced to the customer, excluding tax. |
Value Ex Tax Invoiced | The value of goods invoiced to the customer, excluding tax. |
Tax Value Invoiced | The amount of tax invoiced to the customer. |
Value Inc Tax Invoiced | The value of goods invoiced to the customer, including tax. |
Charge To | The card to which the invoice is charged. This is taken from the Charge To field on the General tab. |