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Update Invoice

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    Posted: 18-Apr-2007 at 09:10

      Press F10 to complete the invoice or F9 to cancel.

 
Payment Method

The payment method normally defaults to 9-Account in the Invoice Entry screen.

To change the payment method default, tick Default to Payment Type to Cash on the Invoice tab of Setup Options. This will cause the payment method to default to cash when the customer is not ticked as account. The payment type list box will automatically open –

 
Enter a number (1-9) or arrow to the payment method and enter.

If 1-Cash is selected you will be prompted for the amount tendered –

 
The change will then be displayed.

If 8-Cheque is selected then enter the Drawer, Bank, Branch and Cheque No.

Salesperson

If Enforce Salesperson is ticked in the Invoice tab of Setup Options then a salesperson list will drop down -

 
Either arrow to the salesperson, enter the first character of the salesperson code, or select with the mouse.

Codes can be entered in the Salesperson Setup screen in the Utility menu. Where salesperson codes are entered in the customer control screen, this method is not required, as the salesperson code has automatically been retrieved into the main invoice screen.

References

Invoiced By, Packed By and Entered By are optional and used for tracking purposes.

Cash Discount & Commission

The cash discount and commission rates are retrieved from the specific customer in the Customer Control screen.

 
The cash discount value is calculated based on the invoice total. To base the

calculation on subtotal, tick Cash Discount on Subtotal in the Invoice tab of Setup Options.

The commission is always based on invoice subtotal. The percentages can be edited and the values will recalculate.

Settlement days are also retrieved from the specific customer in the Customer Control screen. The due by date will be calculated.

The printed invoice can then display the eligible cash discount if paid by the specified date.

General Ledger code

The general ledger code will default to the sales control account.

 
However, the specific customer can have a default GL Code set at the base of the Customer Control screen.

To select another GL Code for the invoice click the browse button to the right and a list of available GL Codes will display.

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