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Buttons
Refer to Common Buttons.
| Image | Field | Description |
|---|---|---|
 | ||
 | ||
 | Pay | This will generate a customer payment that is linked directly to the invoice. If you finalise that payment, it will be allocated directly to the invoice. |
 | Related | Can view charge to card from sale invoice |
Fields
| Field | Description |
|---|---|
| Type | |
| Number | |
| Status | The transactions current status which can have optional colour coding of the status property on all transactions |
| Date | |
| Customer | |
| 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 | |
| Tax Value | |
| Document Group | |
| Change |
Lines tab
| Field | Description |
|---|---|
| Product | |
| Name | |
| Qty | This field shows the unit quantity invoiced for this line |
| Unit | |
| Unit Quantity on Hand | |
| Price Inc | |
| Dis | The discount applied to the item, expressed as a percentage |
| Tax | |
| Tax Value | The tax valued invoiced for this line |
| Value | This is the value inc taxed invoiced for this 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 |
Line Details
| Field | Description |
|---|---|
| Each Cost Ex Tax | |
| Unit Cost Ex Tax | |
| Unit Price Ex Tax | |
| Tax Code | |
| Unit QOH | |
| Points Gained | |
| Warranty | |
| Warranty Expiry |
Line Notes
Dissections
| Field | Description |
|---|---|
| Account SIte | |
| Debit Value | This is the debit value of the dissection |
| Credit Value | This field shows the credit value for this dissection |
| Narrative | The narrative for the dissection |
| Description | This field contains a description of the dissection |
General Tab
| Field | Description |
|---|---|
| Site | |
| Period | |
| Created By | |
| Payment Term | |
| Date Due | |
| Ref number | |
| Value Ex Tax | |
| Discount Value | |
| Margin | |
| GP % | |
| Margin % | |
| Charge To | |
| Points Gained | |
| Hour | This shows the postedat property of transactions as an hour of the day in 24 hour clock format. Its used if the user wants to make an analysis report based on day of week and hour of day to determine staffing requirements. |
Tenders Tab
| Field | Description |
|---|---|
| Tender | |
| Value | |
| Rounding | |
| Change |
EFT Details tab
| Field | Description |
|---|---|
| EFT Response Code | |
| EFT Response Text |
Gift Voucher Details
| Field | Description |
|---|---|
| Voucher Number | |
| Voucher Movement Value |
Cheque Details
| Field | Description |
|---|---|
| Payment Reference | |
| Payee Name | |
| BSB Number |
Dissections
| Field | Description |
|---|---|
| Account SIte | |
| Debit Value | This is the debit value of the dissection |
| Credit Value | This field shows the credit value for this dissection |
| Narrative | The narrative for the dissection |
| Description | This field contains a description of the dissection |
Shipments
| Field | Description |
|---|---|
| Customer | |
| Transaction Number | |
| Date | The date and time of the sale shipment |
| Value | This is the value inc tax shipped for the sale shipment |
| Sale Order | This is the sales order number for the line |
Service Orders
| Field | Description |
|---|---|
| Transaction Number | |
| Customer | |
| Manufacturer | |
| Charge To | |
| Customer Territory | |
| Percent Allocated | |
| Value Inc Tax Ordered | |
| Value Inc Tax Back Ordered | |
| Status | |
| Work Location | |
| Order Type | |
| Overdue | |
| Transaction Created Via |
File Attachments
| Field | Description |
|---|---|
| File Name | Size |
Messages