Invoice details are edited on the Full Invoice View form.

 

The form is automatically opened when a new invoice is created. The details for an existing invoice can be edited either by double-clicking the invoice in the Invoices & Payments tab or selecting the invoice and pressing the Open button.

 

fullinvoiceview

 

The form contains a number of fields for editing.

 

Field

Description

Number

This is the invoice number.

 

SliQ automatically chooses a new invoice number when creating a new invoice but the number can be edited if necessary.

Terms

These are the payment terms for the invoice.

 

When a customer is selected on the invoice, the terms are set to those stored in the customer record. The terms for the invoice can be changed to a different value if desired.

Date

When an invoice is created, this field is set to the current date but the date can be changed if desired.

Our Quote

If the invoice was created from a quote, this field will contain the original quote number. The field value can be edited. If the field is blank, it will not be included on the printed invoice.

SalesPerson

This field can be used to enter the name of the sales person raising the invoice. Using the dropdown on the right of the field allows easy selection of existing sales person names.

 

To edit or delete the names of existing sales people, see Editing Lists. Note that editing a list will not affect the values already entered into invoices or quotes.

 

See also Adding SalesPerson to a Template.

Choose Customer

This field allows a new customer name to be entered or the name of an existing customer to be selected from a dropdown list.

 

See Selecting a customer for more information.

Order Number

This field can be used to enter the customer's order number, e.g. purchase order number, if available. If the field is blank it will not be included on the printed invoice.

Invoice Address

This is the address to which the invoice is to be posted.

Delivery Address

This is the address to which the items on the invoice were delivered. If this field is blank OR the Use Delivery Address field is unchecked, the address will not be included on the printed invoice.

Customer Message

This tab allows a message for the customer to be entered. If the message is not blank, it will be printed on the invoice.

 

SliQ allows you to save customer messages into a standard customer messages list. The standard messages are then available for easy selection when creating new invoices and quotes.

Items

These are the invoice items.

 

See Inserting a new item and Deleting an item for more information.

Notes

The contents of this field are NOT printed on the invoice.

 

The field allows notes to be entered for the invoice, e.g. recording conversations with the customer about payment. The notes can be viewed on the Invoices & Payments tab when the invoice is selected.

Ship Date

The shipping date. By default this field is only printed on a delivery note.

Ship Via

The shipping method. By default this field is only printed on a delivery note.

 

 

The toolbar contains a number of options:

 

Field

Description

VAT Inclusive Prices (or Tax Inclusive Prices)

Checking this box makes the invoice treat prices as tax (or VAT) inclusive. Without this box checked, SliQ will add VAT or tax to the prices you enter into the Each field.

 

Note: You can change this option on an invoice by invoice basis or set the global option to include or exclude tax from prices - see Business Details for more information.

Print Quantity & Each

If this box is checked, SliQ will include quantity and each columns on printouts and emails, i.e. SliQ will print a product invoice. If the box is unchecked, SliQ will output a service invoice.

 

Note: You can change this option on an invoice by invoice basis or set a global option.See Showing Quantity & Each columns for more information.

Show Units

Check this box if you want to include a units column on the invoice.

 

Note: You can change this option on an invoice by invoice basis or set a global option.See Showing Units and Entering Units for more information.

 

See Also