![]() ![]() (You may go to Copy Invoice menu to Copy From/To other/new document.) folder you may decide whether or not to post this document to Stock and post to G/L.) (You may go to Edit menu to copy/paste the whole document or highlighted details to/from clipboard you may also save the entries to K.I.V. Outstanding : to show the outstanding payment of this document will be filled upon saved.Īfter save, proceed with new Invoice: when this is checked, a fresh screen will be ready for new document upon Save if unchecked will exit the transaction screen upon Save. Net Total: this is bill total after footer discount and tax. Total: this is bill total before footer discount and tax. Unit Price: the selling price will be captured (either Standard Selling Price or according to the setting in Tools > Options > Invoicing > Auto Price)ĭiscount: this is called column discount you may key in the discount for any particular detail row. UOM: the default unit of measurement will be captured (the default content can be maintained at Stock Item Maintenance) will capture the item description automatically (amendable)įurther Description: click to view/edit Further Description of this item. Item Code: click on '+' sign to add a new row and select an item you may key in the first few number/letters of the item code/description and select from the lookup screen.ĭescription : this is called detail description. Ĭlick on this button will display (at bottom section) instant information related to the highlighted item, such as Price History, Stock Balance. From the search result, check the check-boxes to select items to be included into the document, then click on OK. Type a keyword, select search criteria, click on Search. To add a discount row, and for you to define the group discount by define the percentage % or Value. To add a subtotal row, showing the subtotal amount. This is usually used to apply changes to several/all selected detail rows. a range setting windows will be prompted. To select all detail rows (Ctrl + Alt + A), so that it can be deleted or modified in one shot (using Range Set) ![]() To insert a detail row before the highlighted row. Note tab: here you may type in additional notes. More Header tab: to provide additional information of the document, customer and delivery.Įxternal Link tab: allows to maintain cross reference links in other formats, such as Excel, Word documents, Image files. ![]() Shipping Info: key in the info of shipping or transportation. Ship Via : assign the shipping method (maintained at Shipping Method Maintenance) The default Sales Agent can be assigned in Debtor Maintenance. Sales Agent: assign a sales agent (if any). You may click on it to key in any number you like.ĭate : system/computer date is automatically captured, you may click to change.Ĭredit Terms : the default credit terms of this debtor will be displayed. Invoice No: > means to follow auto-running numbering (maintained at Document Numbering Format Maintenance), and the next possible number is displayed at the top bar of the window. To/Address: the info will be displayed according to selected debtor code.Īllow to Transfer: if this is unchecked, this document will not be allowed to transfer to other document. (Here I am going to transfer document from Delivery Order)ĭebtor : will be displayed automatically (as per transferred document)īranch: specify the branch of this debtor (if any) However, when Delivery Order was issued on the case, you MUST create invoice using 'Transfer from DO'. You may key in the details of this new document OR copy/transfer from other document. ![]() Sales Invoice will be posted to A/R Invoice Entry (and its related G/L accounts) immediately upon Save. Sales Invoice if transferred from Delivery Order will NOT affect inventory movement, because the stock level was reduced when that DO is saved. Sales Invoice if freshly added (did not transfer from other document), OR transferred from Sales order or Quotation, will affect inventory movement (reduce stock level). This is to create, edit or print sales invoice. ![]()
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