Invoice Options: General

Invoice Option Fields

General Invoice Options Explained

Pricing Options

Allow sell item below cost.

This option will be ignored if item is On Special.

Allow sell item with zero cost.

Sell the item even if the cost is zero.

Allow below group minimum markup.

Sell the item even if the price is below the Minimum Markup.

Allow discount on items on special.

Round on account.

Round due down to.

Type in the amount you want to round to, e.g., 50 cents. If you also want to round the on-account amount, select Round On Account.

(Note: you can round all prices in your database; go to Stock > Stock Options and click on the Pricing tab)

Payment

Limit Maximum Change

Limiting Maximum Change on an Invoice

To prevent excessive change from being given, you can set a maximum change limit (e.g., $100).

•If the change exceeds the allowed amount, a message will appear on the invoice: "Change: More than allowed (100.00)"

•The invoice cannot be processed until the change amount is adjusted below the limit.

Invoice Type Cash

Invoice Type: Cash

•Deselect this option to disable Cash Invoices.

•When disabled, sales can only be processed On Account.

Invoice Type On Account

Invoice Type: On Account

•Deselect this option to disable On Account Invoices.

•When disabled, sales can only be processed as Cash.

On Account - Disable Payment

Use this option to disable cash and card payments for On Account invoices.

Limit Non-Cash (credit cards etc.) payments to due

Limit the maximum change to, for example, $100. If the change exceeds this amount, a message will be displayed on the invoice stating, "Change: More than allowed (100.00)," and you won't be able to process the invoice.

On Account - Must Use Credit Balance

Maximum % On account Allowed

The maximum percentage that the customer may place on the account.

There is a supervisor override on the invoice. Select the Extra button on the invoice to override the percentage.

Code Scanning

Allow Partial Match

Allow Partial Match

•When enabled, entering part of an item code will automatically add the matching item to the invoice.

•If no exact match is found, the Item Lookup window will open for selection.

Use Scale barcode

Select the Checkbox if you are using scale barcodes.

Ask Save Unknown Barcode

Form

Show stock on hand (SOH)

There is a "Stock on Hand" (SOH) column available in the Quote, Job Card, and Invoice forms. If you prefer not to display this column, you can disable it by adjusting the settings:

    Quote Options > General tab

    Workshop Options > General tab

    Invoice Options > General tab

For a definition of Stock On Hand go to the Stock Main Form > General tab.

Use previous invoice date instead of current date

Invoice Date Option

This feature allows you to use the previous invoice date instead of the current system date when generating a new invoice.

How It Works:

•By default, Smart-It assigns the current system date to new invoices.

•If enabled, this setting will use the previous invoice's date instead.

Hide Prices

No price will be displayed on invoice.

Use customer representative instead of logged in user.

Salesperson (Representative):

By default, the salesperson displayed on the invoice is the currently logged-in user.

However, you can change it here (Invoice Options > General tab) to the salesperson listed on the Customer's Profile.

There is a security setting that can prevent anyone from changing the salesperson.

Force scanning.

The Select Customer drop-down box on the invoice will be disabled, requiring the use of a loyalty card to select a customer. Use the F10 button to scan the customer

Show markup, profit and gross profit (GP).

Show Markup, Profit, and Gross Profit: Select if you want to display the Markup and Profit columns on invoices, quotes, and job cards.

The Markup and Gross Profit (GP) percentage can be edited on the Invoice form.  To prevent changes go to Security Settings and deselect Price Changes.

Restrict Customer List To Invoice Branch.

The invoice branch (Invoice >Customer More tab) is determined by the default branch as set in the Company > Branch form. Only customers from this branch will be displayed. The customer branch can be set in the Customer > Financial Info tab.

Allow Item Lookup.

When this option is deselected, stock items cannot be searched for or selected manually within the invoice form. This feature can be useful if you prefer to mandate barcode scanning by employees for added efficiency and accuracy.

Total markup use last purchase cost.

Total Markup Use Last Purchase cost:

This will change calculation of the MU% and GP% at the bottom of the form to be based on the Last Purchase Cost just like the column "MU% (Last Purchase Cost)".

This option will not affect the line price on the form.

Cash-Up

Cash-Up Mode

Cash-Up Mode

Choose between System Totals and Counted Totals

•System Totals: In this mode, your sales figures and totals are visible, allowing you to compare the actual cash in the till with the expected amount.

•Counted Mode: In this mode, the amounts are not visible, so the person completing the cash-up cannot see how much money should be in the till, ensuring the count is done without prior knowledge of the expected total.