Sales and Service Invoice

Sales | Sales and Service Invoice | Receive Payments | Sales Module Aids

Sales and Service Invoice

Allows the user to create Sales Invoice and Service Invoice to document their sales of goods and services.

Requirements before using Sales and Service Invoice

• The user should setup the following Maintenance Module in order to proceed on using the Sales Module
  1. Customer
  2. Items
  3. Price List
  4. Tax
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Customers Job Aids
  2. Items Job Aids
  3. Price List Job Aids
  4. Tax Aids

Sales and Service Invoice Menu List

Sales and Service Invoice

Notes:

User has an option on how the Invoice will be save. Below are the following options on saving an Invoice.

• Save - the system will save the Invoice and will redirect the user to Sales Module Menu
• Save and New - the system will save the Invoice and will redirect the user to Create Sales Invoice Menu
• Save and Preview - the system will save the Invoice and will redirect the user on viewing the Invoice.
• Save and Pay - the system will save the Invoice and will redirect the user on Receive Payments Menu

Sales and Service Menu List

Field	Description	Expected Output
1.Invoice	Invoice Reference Number once the transaction was generated	Auto Generated
2.Customer	Name of the Customer in the Transaction	Customer List from the Customer Maintenance Module
3.DR No.	Delivery Receipt No. to be referenced in the Invoice Transaction	Numeric
4.PO No.	Purchase Order No. to be referenced in the Invoice Transaction	Numeric
5.Date	Date when the transaction is created	Date
6.Due Date	Date when the transaction is expected to due	Date
7.Notes	Any notes and descriptions related to the Invoice Transaction	Alphanumeric
8.Item	Items to be transacted in the Invoice	Item List from the Items Maintenance Module
9.Description	Description of the Items	Alphanumeric(Auto-generated if setup in the Items Maintenance Module)
10.Quantity	Quantity of the Items in the Invoice	Numeric
11.Price	Price per quantity of an Item	Numeric
12.Tax	Tax to be applied per Item	Tax List from the Tax Maintenance Module
13.Amount	Total Amount of the item base on its price and its quantity	Numeric
14.Delete	Allows the user to delete a specific item line	Yes or No
15.Add New Line	Allows the user to add an item line	Additional item line

Discount Menu

Discount Details Form

Discount Details Form List

Field	Description	Expected Output
1.Discount Type	Type of Discount to be applied in the Transaction	PWD Senior Discount Trade Discount
2.Discount Rate	Rate of Discount to be applied in the Transaction	Numeric
3.Gross Sales	Gross Amount of the Transaction	Numeric
4.Discount Amount	Amount of Discount to be applied in the Transaction base from the Discount Rate	Numeric
5.Save	Save any changes in the discount Details Form	Updated Discount Details Form
6.Exit	Exit and cancel any changes made in the discount Details Form	Closes the Discount Details Form
Discount Summary
7.Discount Type	Type of Discount to be applied in the Transaction	PWD Senior Discount Trade Discount
8.Gross	Gross Amount of the Transaction	Numeric
9.Discount Rate	Rate of Discount to be applied in the Transaction	Numeric
10.Discount Amount	Amount of Discount to be applied in the Transaction base from the Discount Rate	Numeric
11.Edit	Allows the user to edit the discount details	Update
12.Delete	Delete any Discount entry in the Discount Details Form List	Delete