Difference between revisions of "Sales Invoice"

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== Sales Invoice ==
+
==Sales Invoice==
 
This module allows the user to keep track the status of the transactions of a customer if it is Unpaid, Partial Payment, Paid or Cancelled.
 
This module allows the user to keep track the status of the transactions of a customer if it is Unpaid, Partial Payment, Paid or Cancelled.
  
===== '''Sales Invoice Record List''' =====
+
=====Sales Invoice Record List=====
 
[[File:Sales Invoice Record List.png|center|thumb|Sales Invoice Record List]]
 
[[File:Sales Invoice Record List.png|center|thumb|Sales Invoice Record List]]
  
===== '''Adding Sales Invoice''' =====
+
=====Adding Sales Invoice=====
 
[[File:Adding Sales InvoiceV2.png|center|thumb|862x862px|Adding Sales Invoice]]
 
[[File:Adding Sales InvoiceV2.png|center|thumb|862x862px|Adding Sales Invoice]]
  
* '''Adding Sales Invoice Information'''
+
*'''Adding Sales Invoice Information'''
  
 
{| class="wikitable"
 
{| class="wikitable"
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**Any updates done in the Delivery Receipt will be carry over when tagging it to Sales Invoice.
 
**Any updates done in the Delivery Receipt will be carry over when tagging it to Sales Invoice.
  
===== Editing Sales Invoice =====
+
=====Editing Sales Invoice=====
 
[[File:Editing Sales InvoiceV2.png|center|thumb|855x855px|Editing Sales Invoice]]
 
[[File:Editing Sales InvoiceV2.png|center|thumb|855x855px|Editing Sales Invoice]]
  
* '''Editing Sales Invoice Information'''
+
*'''Editing Sales Invoice Information'''
  
 
{| class="wikitable"
 
{| class="wikitable"
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**Any updates done in the Delivery Receipt will be carry over when tagging it to Sales Invoice.
 
**Any updates done in the Delivery Receipt will be carry over when tagging it to Sales Invoice.
  
===== '''Sales Invoice Options''' =====
+
=====Sales Invoice Options=====
 
[[File:Sales Invoice Options.png|center|thumb|Sales Invoice Options]]
 
[[File:Sales Invoice Options.png|center|thumb|Sales Invoice Options]]
  
===== '''Sales Invoice Record Options''' =====
+
=====Sales Invoice Record Options=====
 
[[File:Sales Invoice Record Options.png|center|thumb|Sales Invoice Record Options]]Notes:
 
[[File:Sales Invoice Record Options.png|center|thumb|Sales Invoice Record Options]]Notes:
  
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*Records that has "PAID" status can only be reverted to UNPAID if the Receipt Voucher entry has been cancelled.
 
*Records that has "PAID" status can only be reverted to UNPAID if the Receipt Voucher entry has been cancelled.
  
===== '''Sales Invoice View Record''' =====
+
=====Sales Invoice View Record=====
 
[[File:Sales Invoice View Record.png|center|thumb|Sales Invoice View Record]]
 
[[File:Sales Invoice View Record.png|center|thumb|Sales Invoice View Record]]
 
<br />Notes:
 
<br />Notes:
  
 
*The user can edit the details of the record while viewing it
 
*The user can edit the details of the record while viewing it

Revision as of 11:37, 28 December 2020

Sales Invoice

This module allows the user to keep track the status of the transactions of a customer if it is Unpaid, Partial Payment, Paid or Cancelled.

Sales Invoice Record List
File:Sales Invoice Record List.png
Sales Invoice Record List
Adding Sales Invoice
File:Adding Sales InvoiceV2.png
Adding Sales Invoice
  • Adding Sales Invoice Information
Field Description Expected
1.Invoice Date •Date when the transaction has been invoiced. •Date
2.Reference •Reference number of the Invoice Transaction •Text
3.Due Date •Due date of the Sales Invoice •Date
4.Notes •Other Remarks for the transaction •Text

Notes:

  • Item Details cannot be edited on the Sales Invoice.
    • Item Details can only be edited when reverting back the Delivery Receipt status to "PREPARED"
    • Any updates done in the Delivery Receipt will be carry over when tagging it to Sales Invoice.
Editing Sales Invoice
File:Editing Sales InvoiceV2.png
Editing Sales Invoice
  • Editing Sales Invoice Information
Field Description Expected Values
1.Invoice Date •Date when the transaction has been invoiced. •Date
2.Reference •Reference number of the Invoice Transaction •Text
3.Due Date •Due date of the Sales Invoice •Date
4.Notes •Other Remarks for the transaction •Text

Notes:

  • Item Details cannot be edited on the Sales Invoice.
    • Item Details can only be edited when reverting back the Delivery Receipt status to "PREPARED"
    • Any updates done in the Delivery Receipt will be carry over when tagging it to Sales Invoice.
Sales Invoice Options
File:Sales Invoice Options.png
Sales Invoice Options
Sales Invoice Record Options
File:Sales Invoice Record Options.png
Sales Invoice Record Options

Notes:

  • The user can only delete the Sales Invoice record if it is on "UNPAID" status.
  • Cancelling the Sales Invoice Record can revert the status of Delivery Receipt to PREPARED.
  • Records that has "PAID" status can only be reverted to UNPAID if the Receipt Voucher entry has been cancelled.
Sales Invoice View Record
File:Sales Invoice View Record.png
Sales Invoice View Record


Notes:

  • The user can edit the details of the record while viewing it