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Invoice: Customer / More TAB

This section allows you to add extra details to an invoice and make changes such as updating the address, VAT number, and other relevant information.

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.

Address

•The address you enter here will appear on the invoice form.

•For On-Account invoices, this address will be used as the Delivery Address (Ship-To Address).

•Be sure to select the correct invoice report under Invoice Options.

Customer Name.

•For Cash Invoices where the Payment Type is Direct Bank/EFT, the name entered in the Customer Name field will appear as the Reference in the Bank Reconciliation form.

Paid By

•For more details, refer to Customer Financial Info.

Cash Invoice: Add a customer name to a cash invoice.

•Use these fields to enter a customer name, VAT number, or other details on a Cash Invoice when needed.