Invoice |
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Watch the video - Creating and Processing Invoices (Getting Started)
Go to Invoice > New Invoice
Hover the mouse over the different menu options. If the cursor changes to a hand (
), then click to go to the subject.
Setting Invoice Options
•Go to Invoice > Invoice Options.
Automatically Opening the Invoice Form:
•Go to Employee > Employee Lookup.
•Select the employee you want to work with.
•Choose between: Open Invoice, Open Only Invoice and Open Only Touch Invoice.
Using the Touch Invoice
•Go to Invoice > Touch Invoice
Hover the mouse over the different fields on the form. If the cursor changes to a hand () , click to get more information.
Printing Shipping Labels
1. If you need a shipping label:
•Go to Invoice Lookup, right-click on the invoice, and select the Invoice Label to print.
2. To print the shipping label automatically:
•Set this option in Invoice Options > Label tab.
Invoice Menu Information |
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Credit Available: |
The amount of credit available will show. If you change the credit amount in the Customer Form press the Refresh Button ( |
Order No.: |
Order number the customer gave you. |
Rep: |
Salesperson (Representative) who sold the item. Default Rep. can be set under Invoice Options |
Till No. |
Till no. allocated to this computer. To change it go to Invoice Options and select the Assign Till Numbers tab. |
Message regarding the invoice. |
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Message: |
See the line below the Amount Field. (Top right hand corner) |
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Payment F8: |
To accept and allocate payments. |
Process: |
To process the invoice. |
Cancel Invoice: |
To cancel the invoice |
Add Item to Invoice: |
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Barcode F6: |
To add an item to the invoice: 1. Scan the item barcode or type the stock code or serial number. 2. If you enter only a part of the code, the item lookup will automatically open, and the cursor will be placed in the Barcode column. 3.To specify which column the cursor should be placed in, go to Invoice Options and select the column from the 'Item Lookup Default Column'. |
Item Lookup [F5] |
Click to search for an item. |
Quick Sell |
Select and add all your Quick Sell items |
Add Items From |
This option allows you to combine items from multiple quotes, sales orders, or job cards into a single invoice for a specific customer. |
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Change Active Line (buttons) |
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Delete Line F3 |
Deletes the current item you have highlighted. |
Reset Line |
If you change the item's price and / or description on the invoice, you can revert it back to the original by: •Clicking on the Reset Line button to reset a single line. •Clicking on Reset Prices to reset the price. |
Return button |
If an item is returned, add it and then select the Return button. The line item total will now show as a negative amount, and the stock will be returned to the inventory. Stock items can also be created as a Trade-in item. |
Trade-in |
A trade-in is an item bought back from the customer, such as a Coke bottle or a car, etc. Set the item as a trade-in in the Main Stock Form.
Invoice Effects: 1. The system will deduct the trade-in amount from the invoice total. 2. Your stock quantity will increase by the trade-in quantity.
Alternative Options: •For return, see the Returns section. •If you do not want to increase your stock, see the Is Discount section.
Disabling Trade-In Button: •Open the invoice form. •Go to security settings and deselect "Returns." This will also disable trade-ins.
A list of trade-in items is displayed on the Extended Lookup and Stock Turnover forms. |
Reset All Prices |
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Options |
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GP%, MU, Profit |
To show or not to show, go to Invoice > Invoice options |
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Invoice Security Settings. See also Application > Security Setup
