The payment terms are used to calculate the payment due date. When you select a type from the pull down list, Express Invoice will show a new window where you can select a specific Quote, Order, Existing Invoice or Draft Invoice. You can use an existing Quote, Order, Invoice or draft Invoice to create a new invoice. The Invoice tab is in the upper right corner of the Invoice window and is where you can select to create an invoice from a previous quote, order or draft, as well as enter any other relevant invoice information. Tax rates must be set up on the Options ~ Tax tab before they will be available here. If any tax should be applied to the shipping, select the appropriate tax rate from the drop menu. Leave this blank if not required.Įnter any shipping costs associated with the invoice in the field. The tracking reference number refers to the shipping method, and is printed on the invoice for customer reference. The Ship By detail will be printed on the invoice for customer reference. Select the shipping method from the drop-menu, or enter a new shipping method. Select this radio button to make shipping address different from billing address Select this radio button to keep shipping address same as billing address Leave this blank if this is not required. Shipping TabĬlick the Shipping tab, behind the Billing tab, to enter shipping details for the customer.Įnter the address the products should be sent to. Select the special sales tax exempt option if this is a customer who is sales-tax exempt (a foreign customer, for example). The customer purchase order number is printed on the invoice and on the statements for customer reference. Located in the upper right corner, the Billing tab is where you enter information relating to the customer you are billing.Įnter the customer's name or select a previous customer from the drop menu.Įnter the address the invoice should be sent to. To access the New Invoice window, click Create New Invoice from the left sidebar on the main screen, or click Invoice from the main toolbar, or press Ctrl+N. Screen References - New/Edit Invoice The New/Edit Invoice window is where you fill in the details for an invoice.
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