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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.
Prices and values: The prices and values on an invoice come from the source shipment(s). These cannot be changed. You can add a non-stock line to an invoice to cover charges such as freight, but you cannot add or change stocked lines on any invoices. Stocked lines are controlled at the shipment level.
Invoice dates: By default, the sales invoice date is set to the same as the shipment date. You can change this date if necessary - for example, you can give a customer extended trading terms by moving the invoice date to the next month.
Related shipments: The Shipments tab on an invoice shows all shipments covered by that invoice. A single invoice can contain many sales shipments, but each shipment can only be on one invoice.
Reference
Refer to Common Buttons.
| Image | Field | Description |
|---|
 | 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 | |
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