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Invoice Entry Details

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    Posted: 17-Apr-2007 at 09:38

Account Checkbox

Customers can be set up in Customer Control to default to account. This should be for those customers who have been given credit facilities and will receive a statement. If ticked, the default payment method when updating the invoice will be account, otherwise methods 1-8 must be selected.

The checkbox can be modified for the specific invoice.

Backorder Checkbox

Certain customers may wish to receive backorders if the goods cannot be immediately supplied. If this is the case, the Backorder checkbox should be ticked in Customer Control. When the supplied column is less than the ordered column, the unsupplied quantity will be displayed in the backorder column. This can be edited if required on a line-by-line basis.

If Backorder System is ticked in the Invoice tab of Setup Options, then any items that are placed on backorder can be retrieved when goods arrive, with the F7 function.

Outstanding backorders can be printed in the Backorders by Customer report in the Customer Reports menu.

Exporter Checkbox

If the customer is ticked as Export in Customer Control, the Exporter checkbox will be ticked here.

The checkbox can be modified for the specific invoice.

Invoice To and Bill To

When retrieved the customer code will appear as the Invoice To code. If the customer bills to another customer such as a head office, this should be specified in the Customer Control screen.

Invoices will go to the Invoice To customer and statements the Bill To customer code. Where no Bill To code is specified, the customer code will be used.

The Bill To code can be changed for a specific invoice. Enter a customer code or partial name in the field and the normal customer search screen will be activated.

Name and Address

The customer’s name postal and delivery address will be displayed from the Customer Control screen. If no delivery address is separately specified the postal name and address will be used. This can be edited for the specific invoice if required.

Order No

The order number is optional, unless ticked as required on all accounts in the POS tab of Setup Options.

When a customer order is retrieved into the invoice with the F5 function it will be displayed here if originally entered on the order.

Packing Slip Number

The packing slip number is optional. The customer order screen increments a unique packing slip number for each new order.

When a customer order is retrieved into the invoice with the F5 function it will be displayed here.

Tax Number

The Tax Number was originally designed for the old sales tax system. Now the word Exempt will appear in it if the customer is ticked as GST Exempt in Customer Control. In this case no GST will be calculated on the invoice.

Sales Person

Normally the salesperson code is retrieved from the salesperson code in the customer control screen. It can be edited here for a specific invoice.

The salesperson code is used when printing customer, transaction and trading and reports, to filter only those sales made by the specific salesperson.

The Commission by Salesperson report in Transaction Reports is often used for determining the salesperson’s monthly commission. The commission rate can be set per customer in Customer Control and edited at point of updating the invoice.

Invoice Date

The invoice date defaults to the current date. It can be changed to a future month’s date if the sale is not to be charged in the current month. After a new period is run, the invoice will become current, and appear on the statement. It is not recommended to predate the invoice unless GST reports are going to be reprinted for that period.

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