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Difference between revisions of "Sales Invoice"
(Tag: Visual edit) |
(Tag: Visual edit) |
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| Line 12: | Line 12: | ||
'''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]] | ||
| − | |||
{| class="wikitable" | {| class="wikitable" | ||
| − | |||
!Field | !Field | ||
!Description | !Description | ||
| Line 34: | Line 32: | ||
|•Other Remarks for the transaction | |•Other Remarks for the transaction | ||
|•Text | |•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|center|thumb|855x855px|Editing Sales Invoice]] | + | '''Editing Sales Invoice'''[[File:Editing Sales InvoiceV2.png|center|thumb|855x855px|Editing Sales Invoice]] |
{| class="wikitable" | {| class="wikitable" | ||
!Field | !Field | ||
| Line 59: | Line 60: | ||
|•Other Remarks for the transaction | |•Other Remarks for the transaction | ||
|•Text | |•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|center|thumb|Sales Invoice Options]] | '''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: | ||
| − | * The user can only delete the Sales Invoice record if it is on "UNPAID" status. | + | *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. | + | *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. | + | *Records that has "PAID" status can only be reverted to UNPAID if the Receipt Voucher entry has been cancelled. |
Revision as of 13:46, 30 October 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
| 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
| 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.
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