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Field
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Description
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Number
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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.
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Terms
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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.
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Date
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When an invoice is created, this field is set to the current
date but the date can be changed if desired.
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Our Quote
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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.
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SalesPerson
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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.
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Choose Customer
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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.
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Order Number
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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.
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Invoice Address
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This is the address to which the invoice is to be posted.
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Delivery Address
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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.
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Customer Message
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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.
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Items
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These are the invoice items.
See Inserting a new item
and Deleting an item for more
information.
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Notes
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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.
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Ship Date
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The shipping date. By default this field is only printed on a
delivery note.
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Ship Via
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The shipping method. By default this field is only printed on a
delivery note.
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