Sales invoice

A Sales invoice is the means by which you charge a customer for goods or services they have received through a Dispatch, or for goods or services they have returned through a Dispatch return. A Sales invoice can also be used to charge for Non stock item that are not related to a specific Dispatch for a Customer, or to give credits that are not related to a specific Dispatch return.

A Sales invoice that is not generated for a Dispatch or a Dispatch return can only contain non-stock items: it cannot perform any Stock transactions for stock items. To perform stock transactions on a customer invoice, you must use the POS Receipt facility. POS Invoices can be managed through the same interface and regular Sales invoices, but will show the word P.O.S. at the top left of the form.

A Sales invoice can only be created for a single Dispatch or Dispatch return, but a Dispatch or Dispatch return may have multiple Sales Invoices relating to them.

A Sales invoice is referenced throughout the system by its Sales Invoice # .

When a normal Sales invoice is created, you must select either a Dispatch # (or a Dispatch Return # ) or leave the Dispatch # field empty and just select a Customer manually. If you have not selected a Dispatch, you can only add non-stock items to the invoice lines. If you have selected a Dispatch, you can add non-stock items to the invoice lines as well as adjust any of the quantities of lines that are automatically filled in from the Dispatch.

When a POS Invoice is created, you can add any Items you like to the invoice lines. When the form is updated, the items will be removed from stock and the costs will be debited from the items' Cost of Sales accounts.

You cannot delete a Sales invoice or POS Invoice that has been fully or partially paid (that is, if it is referenced in the Receipt lines of a Receipt form). You cannot edit a Sales invoice or POS invoice if it has been receipted AND the receipt has been deposited.

A Sales invoice line consists of automatic lines (those that come directly from the Dispatch or Dispatch return if one exists) and / or manual lines (a manually-entered item code, quantity and price information). A POS Invoice consists only of manually-entered lines.

Both Sales Invoices and POS Invoices are referenced throughout the system by a unique Invoice number.