Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.

Invoice: Customer / More TAB

Go to: Invoice > Customer / More

The Customer / More Screen tab contains additional invoice information and options. Use this tab to update invoice details such as the payment due date, VAT number, billing or delivery address, customer name, tracking number and exchange rate.

Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.

Payment Due Date.

•The due date is determined by the payment terms. For example, If the payment terms are 30 days, the due date will be the invoice date plus 30 days.

•The Invoice Lookup Form will show all invoices that is due.

•Most companies base payment terms on financial months. For example, if the current month is July and terms are 30 days, payment would be due at the end of August. However, if you want the due date to be exactly 30 days from the invoice date, you can set the Payment Due Date manually. This date is also shown in the Invoice Lookup form.

The due date can be entered on the Invoice > Customer / More tab

Tax / VAT

Use the tax-related fields to maintain the relevant VAT information on the invoice.

For VAT configuration and setup instructions, see Vat Setup.

Billing and Delivery Address

Use this field to change the address printed on the invoice.

For On-Account invoices, the address can also be used as the delivery (Ship-To) address, depending on the invoice report selected.

To print a separate delivery address, select the appropriate invoice report under: Invoice Options > Printing

For example, select A4 With Delivery Address when the invoice must display the delivery address.

Courier Tracking Number

Use the courier tracking number to record or access delivery-tracking information associated with the transaction, where supported.

For more information, see:

Sales Order > Delivery Tab > Tracking Number

Customer Name

The Customer Name field allows you to enter a customer's name on a cash invoice when the invoice is not linked to a customer account.

For cash invoices where the payment type is Direct Bank/EFT, the name entered in this field appears as the reference in the Bank Reconciliation form.

Paid By

The Paid By field records who paid the invoice, where applicable.

For more information, see Customer Financial Info.

Adding Customer Details to a Cash Invoice

You can enter a customer's name, VAT number, and other relevant details on a cash invoice when required.

Go to: Invoice > Customer > More Screen tab

Enter the information in the appropriate fields.

This is useful when issuing a cash invoice to a customer who does not have an account in Smart-IT but requires their details to appear on the invoice.

Exchange Rate

The Exchange Rate field specifies the conversion rate used for an invoice issued in a foreign currency.

Enter the exchange rate as the amount of the company's base currency for one unit of the foreign currency.

Example:

If USD 1 = ZAR 13.72, enter 13.72 as the exchange rate.

Allow Exchange Rate Changes

You can control whether users may change the exchange rate directly on an invoice.

Go to: Company >Application Options

Locate Allow Exchange Rate Change on Invoice.

•Enabled: Users can change the exchange rate directly on the Invoice form.

•Disabled: Users cannot change the exchange rate on the Invoice form. Exchange rates must be maintained through the Currency form.

For more information, see Company >Application Options.