Reverse

Reverses the invoice but not the shipment. The shipment will need to be dealt with accordingly (either reinvoiced or reversed etc).
This button is not usually available to most users due to issues it can cause if used. If you are requiring this button, please contact Readysell.

 Credit

This is used to raise a credit from an invoice trying to credit all lines on the invoice. It will create a sale shipment with all lines from the original invoice allowing you to make any changes, add reasons for credit and remove off lines you do not wish to credit.

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

Allows you to

• view the Charge To Card from sale invoice

• bring up the original Customer details window

• show the related Open Item to this invoice

• show any related Office Brands Message of the SALWEB where the invoice was generated from originally

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

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

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 

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.

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 .

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

Site

Site Code as to where the transaction is entered for

Period

The current period the transaction is entered for

Created By

The user who created the Transaction in question (comes from the operator code if one was entered.  If not it will use the User who logged into Readysell to begin with)

Payment Term

The Customer's payment terms on this invoice - can come from either the customer's card or the payment terms on the sales order

Date Due

The date as to which the payment is due for this invoice based on the customer's payment terms

Ref number

The Reference Number for the Sale Invoice (would have been entered at the time the sales order or sale shipment was created)

Value Ex Tax

The Value Ex tax Invoiced for the sale Invoice

Discount Value

The total value of any discounts applied to Invoiced stock

Margin

The margin dollar value for the sales Invoice

GP %

The Gross profit for the sale invoice, expressed as a percentage

Margin %

This is the margin % for the sales invoice

Charge To

Charge to comes from the card details. It automatically fills in based on what is set up on the customer card.

Points Gained

Loyalty Points Gained in total from this invoice

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.

Entered By

- The user who created the associated sale order (if any)
- Otherwise, the user who created the associated sale shipment (if any)
- Otherwise, the user who posted the invoice (if posted)
- Otherwise, the user who created the invoice

Tender

 This is the tender that was selected for the transaction

Value

 The value inc for the sale invoice tender

Rounding

 The rounding for the tender (i.e. for cash tendered transactions)

Change

 The change given to the customer for the tender

EFT Response Code

 The EFT POS Response code

EFT Response Text

 The EFT POS Response Text

Voucher Number

 Gift Voucher transaction Number used on the transaction

Voucher Movement Value

 The value used from the Gift Voucher for this transaction

Payment Reference

 The cheque number received from the customer for this invoice

Payee Name

The payee name on the cheque received from the customer for this invoice

BSB Number

The BSB number on the cheque received from the customer for this invoice

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

Customer

This is the customer on the related sale shipment to this invoice

Transaction Number

This field contains a unique Readysell transaction number that identifies the sale shipment

Date

The date and time of the sale shipment related to this invoice

Value

This is the value inc tax shipped for the sale shipment related to this invoice

Sale Order

This is the sales order number related to this invoice and sale shipment

Transaction Number

 This field contains a unique transaction number that identifies the service order

Customer

 This is the customer related to the service order

Manufacturer

 The company as to where the related product was created at

Charge To

 Charge to comes from the card details. It automatically fills in if there is a Charge To company.

Percent Allocated

 The percent allocated to the service order

Value Inc Tax Ordered

 The value inc tax order for the service order

Value Inc Tax Back Ordered

 The value inc tax backordered for the service order

Status

 The status of the transaction

Work Location

 The location as to where the worked was carried out for the service order

Order Type

 The type of service that is required for the service order

File Name

Name of the attachment file

Size

Size of the attachment file

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