| | The details tab on invoices, credits, and invoice quotations |
| Description | Use the details tab to enter key information such as the tax point date, the customer account reference and any customer order numbers. This is also where you enter details of your products and services. |
| Resolution | Header information | Type | For invoices, select the type of invoice or credit you want to create: For credit notes, this defaults to Credit. | | Format | If you use product records select Product, or to enter free text service items select Service. | | Date | Enter the tax point date of the invoice, credit or quotation. | | A/C | Enter the customer account reference for the invoice, credit or quotation. | | Inv / Crd No. | When you create a new invoice, credit or quotation, ‹Autonumber› appears in this box. Invoice and credit numbers populate when you save the invoice or credit. If you want to edit an existing invoice or credit, or create a new one with your own number, enter the number here.
If you've selected to Lock Autonumber within Invoice and Order Defaults, you can't change this. | | Order No | Enter the sales order reference. | | Due On / Expiry | Enter the date the invoice is due for payment. This defaults to a date determined by the Payment Due and Payment Due From settings in the Credit Control tab of the customer record. On quotations this field is called Expiry and is where you can enter the date the quote expires. Once the Expiry date passes, the status of the quote automatically changes to Expired. | | Item No. | This shows the number of the item that's currently highlighted. For example, if there are ten item lines and the cursor is on the second line, this box shows 2 of 10. | | Rate | If you're working with foreign currencies, a Rate box appears in this window. This displays the current exchange rate to be used for this transaction. You can edit this exchange rate here, if required. | | Customer Order Number | Enter your customer's reference or order number. |
Editing an item line When you add a product or service onto the invoice, credit or quotation, to access the Edit Item Line window select the item then press F3. Alternatively, click the arrow in the Description column. | Product Code - Product format only | This box automatically displays the product you've chosen. The drop-down list shows the product code, name and free stock available. | | Description | The description from the product record or service appears here. | | Units | Enter the unit type here. For example, you may sell items by sheet or by roll. | | Details | You can enter any additional comments you may have regarding product items or services here. | | Order Reference | Enter a reference for the order. When you complete the order, this reference transfers to the item line of the product invoice. The Transaction e-Mail option uses information exclusively. | | Order Line Reference | This shows the item's position on the invoice. The Transaction e-Mail option uses this information. | | Quantity | Enter the quantity of the selected product that you want to add to the order. | | Unit Price | The sales price taken from the product record appears here. | | Discount % | This box displays the total percentage of discount taken from the customer record. You can change this, but any changes made don't save back to the customer record. To view a breakdown of this discount, click Discounts. | | Discount | This shows the value of the discount the customer will receive. | | Net | This box displays the net value for the current item. It's calculated by multiplying the quantity by the net unit price, including any discounts. You can't amend this value. | | VAT | This box shows the amount of VAT calculated for this item according to the tax code used. | | Nominal | This is the sales nominal code taken from the product record. | | Tax Code | This is the default tax code for the product. | | Department | This is the default department for the product. | | Fund - Charities only | Enter the charity fund in applicable. | | Line Information | Enter any additional information about the item line in this box. | | Item Status | This section shows the allocated, despatched and delivered status of the item you're viewing. The Intrastat reference also appears here, if applicable. | | Make negative | On service items, if the item line is a deduction on the invoice, credit or quotation, select this check box. | | Project | If using project costing, on service items you can select the project if applicable. Only available in Sage 50 Accounts Professional | [BCB:19:UK - Sales message :ECB] |
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