Chapter 7 – Debtor Maintenance

A sales invoice will decrease the stock level if:

• Create a new document using a sales invoice (without transferring from another document).
• Transfer from Quotation and Sales Order to Invoice.

A sales invoice will not decrease the stock level if:

• Transfer from Delivery Order (decreases stock level when delivery order is created and saved).

When you save a sales invoice, it will be posted to the A/R Invoice Entry.

Go to Sales > Invoice.

Click New to create Invoice.

Header

Debtor: Select a debtor from Debtor Maintenance.

Address: The information will be displayed based on the selected debtor code.

Invoice No: <<New>> to use the auto-running numbering (maintained in Document Numbering Format Maintenance), but, you can enter a different number to change it. The next possible number is displayed at the top of the window.

Date: System date is captured automatically, but you can change it.

Branch: Enter the branch of this debtor (if applicable).

Sales Agent: Assign a sales agent (optional). The default sales agent can be set in debtor maintenance.

Ship Via: Select the shipping method from the list of shipping methods.

Credit Term: The credit terms that are applied to this debtor by default will be displayed.

Shipping Info: Enter the shipping or transportation information.

Details

Item Code: To add a new item, click the plus sign (+) and select an item. You can type the first few letters or numbers of the item code or description to search for it in the lookup screen.

Description: This is detail description that will automatically capture the item description and can be amended.

Further Description: Click ‘…’ to view or edit the item’s further description. You can change the default content in Stock Item Maintenance.

Delivery Date: Enter the expected delivery date, if necessary.

UOM: The system will capture the default unit of measurement.

Qty: Specify the quantity.

Unit Price: The selling price will be captured automatically.

Discount: Enter a discount value, percentage, or multi-level discount for any detail row.

Total: This is the line total (net).

SST Code/ SST Rate/ SST: These columns contain tax information in tax configuration.

Total (ex): Show the subtotal before taxes are applied.

Total (inc): Show the subtotal after tax.

Subtotal (ex): Show the total amount before tax, including discounts and other adjustments.

Proceed new Invoice: Select this checkbox to open a fresh screen for a new document upon saving, or deselect it to exit the transaction screen upon saving.

Functional Buttons

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Edit

Print Invoice