1edit invoice

Screen References - New/Edit InvoiceContents | Previous | Next

Express AccountsHelp v 4.86

The New/Edit Invoice dialog is where you fill in the details for an invoice. To open this dialog,click the Invoice icon on the toolbar of the Home, Sales, or Banking tab.

Billing Tab

Located in the upper right corner, the Billing tab is where you enter information relating tothe customer you are billing.

Customer

Enter the customer's name or select a previous customer from the drop menu.

Bill To

Enter the address the invoice should be sent to.

Customer PO No.

The customer purchase order number is printed on the invoice and on the statements forcustomer reference. Leave this blank if it is not required.

Customer Tax

Select the special sales tax exempt option if this is a customer who is sales-tax exempt (aforeign customer, for example).

Shipping Tab

Click the Shipping tab, behind the Billing tab, to enter shipping details for the customer.

Ship To

Enter the address the products should be sent to. Leave this blank if this is not required.

Same as billing

Check this box to input the same address for the shipping address as you listed on theBilling tab.

Ship By

Select the shipping method from the drop-menu, or enter a new shipping method. TheShip By detail will be printed on the invoice for customer reference. Leave this blank if notrequired.

Tracking Ref No.

The tracking reference number refers to the shipping method, and is printed on the invoicefor customer reference. Leave this blank if not required.

Shipping

Enter any shipping costs associated with the invoice in the field. If any tax should beapplied to the shipping, select the appropriate tax rate from the drop menu. Tax ratesmust be set up on the Options ~ Tax tab before they will be available here.

Invoice Tab

The Invoice tab is in the upper right corner of the Invoice window and is where you canselect to create an invoice from a previous quote, order or draft, as well as enter any otherrelevant invoice information.

Screen References - New/Edit Invoice file:///C:/Program Files/NCH Software/ExpressAccounts/Help/invoice...

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Create From

You can use an existing Quote, Order or draft Invoice to create a new invoice. When youselect a type from the pull down list, Express Invoice will show a new window where youcan select a specific Quote, Order or Draft Invoice.

Date

Select the invoice date.

Terms

The payment terms are used to calculate the payment due date.

Salesperson

Enter the salesperson for this invoice.

Deposit Account

Select the invoice payment deposit account from the drop-down list.

Invoice Items

This is the list of items on the invoice. Click inside the item list to add a new item, or selectan existing item, and update the quantity invoiced. If the invoice is created from an order,the items are not editable.

Add Discount

Click the Add Discount button to apply a discount either to the entire invoice, or to a lineitem. See the Apply Discount help topic for more information about discounting.

Comments Tabs

Comments

These notes are printed on the bottom of the invoice.

Private Comments

These are notes for internal use only - they are not printed on the invoice.

Total

This is the sales tax and total display. If you think the sales tax calculation is wrong, pleasesee the Tax tab of Options.

Record

Click on this button to Record the invoice. To select the action (to Print, Email or Fax theinvoice), click on the pull down list. You can also save the invoice as a draft, save as arecurring invoice, or preview the invoice. You can also select to Record with Payment, sothe invoice will be recorded as paid.

Note: If Inventoria Application Integration or stock level management is enabled,all invoices created from recurring invoices will cause a stock quantity change, evenif the recurring invoice was originally an order for which a quantity change has beenrecorded. Creating a separate invoice directly from that order will not result in anextra quantity change.

Invoice Options

Click the Invoice Options button to open the configuration options for invoices, where youcan change the appearance of the final invoice, change heading titles, and preview thelook of the final invoice.


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1edit invoice

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