Invoice Entry — Invoice Tab

Use this tab to specify:

• The invoice number.

• The shipment number (or numbers) you are billing on the current invoice.

• The invoice date.

• Whether to calculate taxes automatically.

• The ship-to location (from the Accounts Receivable customer record) or a shipping address just for the invoice.

• An optional description, reference, and comment.

• Invoice details.

Use the detail grid on the Invoice tab to:

• Specify shipped quantities, prices, discount information, and serial numbers for a detail.

• Enter a comment or special instructions about the detail.

• Enter a ship-via method and tracking number for a detail, if you shipped the items using a different method than for the rest of the invoice.

• Open a detail-entry (Items/Taxes) form that lets you enter tax information for a detail. (This form lets you view all the fields for a selected detail without having to scroll through columns.)

The Invoice tab also displays quantities for the location specified on a selected detail line and for all locations. (You can also use the Finder on a selected detail line to display quantities for other locations.)

For information about another tab, click its name:

 

Customer	Taxes	Retainage	Optional Fields
Sales Split	Rates	Totals

Click these buttons for more help:

 

Finder	New	Drill Down
or Zoom	Drop-Down Lists

See also

 

Detail form

Invoice Entry form — overview

Printing Order Entry forms

Credit/Debit Note Entry form — overview