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.
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| Field | Description |
|---|---|
| Type | This is the transaction type for this Invoice (SALINV / SALCRD / etc) |
| Number | This field contains a unique Readysell transaction number that identifies the sale invoice/credit |
| Status | The transactions current status which can have optional colour coding of the status property on all transactions |
| Date | The date and time of this transaction. Defaults to the date/time this transaction was created |
| Customer | This is the customer that this invoiced relates to |
| 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 total value inc tax invoiced for the sale invoice. This value is automatically calculated |
| Tax Value | This is the total 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 can 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 if paid by cash |
| 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/s on the lines of the sale invoice |
| Product Name | The product name on the lines of the sale invoice |
| Qty Invoiced | This field shows the unit quantity invoiced on the lines of the sale invoice |
| Unit | The product unit for the line/s |
| Unit Quantity on Hand | The products quantity on hand |
| Price Inc Tax | The unit price including tax for the line/s |
Discount Percent | The discount applied to the item per line, expressed as a percentage |
| Tax Code | The tax Code for the product/s on the lines of the sale invoice |
| Tax Value | The total tax value invoiced for each line of product. The value is automatically calculated |
| Value Inc Tax Invoiced | This is the total value inc taxed invoiced for for each line of product |
| Note | Check Box - This indicates if the product line has a note attached to it (tick box). If ticked, you can look at tab Line Notes to see the note. |
| Variance Percent To Default Price Level | Show percentage difference between the invoice and price value for each line of product |
| 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 |
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| Field | Description |
|---|---|
| Each Cost Ex Tax | The cost of each item, Excluding Tax |
| Unit Cost Ex Tax | The unit cost excluding tax for the product |
| Price Ex Tax | The price ex tax of the product |
| Tax Code | The tax code for the line |
| Unit QOH | The products quantity on hand |
| Points Gained | Loyalty Points Gained |
| Warranty | The warranty for the line |
| Warranty Expiry | The expiry date for the warranty |
Line Notes tab
| Field | Description |
|---|---|
| blank text field | Provided you have entered a note an order or shipment, you can key in any related note, colour the font, highlight the font, make is larger/smaller, etc. This will then print on the invoice. |
Internal Notes tab
| Field | Description |
|---|---|
| blank text field | Provided you have entered an internal note an order or shipment, you can key in any related note, colour the font, highlight the font, make is larger/smaller, etc. This will only print on the shipment and NOT for customer . |
Dissections
| Field | Description |
|---|---|
| Account SIte | This is the Account SIte for the dissection |
| 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 |
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The related message for the invoice if it was emailed to the customer
| Field | Description |
|---|---|
Date | The date the emailed copy of the invoice was sent |
| To | Email address of who the invoice was sent to |
| Subject | Subject line of the email of who the invoice was sent to |