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Difference between revisions of "Sales Invoice"
(Tag: Visual edit) |
(Tag: Visual edit) |
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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===== |
[[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===== |
[[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" | ||
| Line 36: | Line 36: | ||
**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" | ||
| Line 67: | Line 67: | ||
**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===== |
[[File:Sales Invoice Options.png|center|thumb|Sales Invoice Options]] | [[File:Sales Invoice Options.png|center|thumb|Sales Invoice 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: | ||
| Line 77: | Line 77: | ||
*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===== |
[[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
Contents
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