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Sales and Service Invoice

Revision as of 12:43, 14 May 2021 by Gelo (talk | contribs)

Sales and Service Invoice

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

Sales and Service Invoice Menu List
Sales and Service Invoice
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 Amount of Discount to be applied in the Transaction Numeric
3.Gross Sales Gross Amount of the Transaction Numeric
4.
5.
6.
Discount Summary
7.Discount Type
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