Shipping/Terms/Memo
Shipping Charges
Tax Shipping Charges - (OPTIONAL) If you checked to tax Shipping Charges in the Invoice Setup then this box will be checked. If you do not wish to tax shipping charges then uncheck the box.
Select Shipping Method - (OPTIONAL) Select from the drop down list the shipping method you wish to use. If the customer has a preferred shipping method it will already be entered when the customer is selected.
Shipping Weight - (OPTIONAL) Enter the total shipping weight for this Invoice. You may enter in any style you wish. (100lbs, 100 pounds, 100k, 100 kilos as an example)
Shipping Charge - (OPTIONAL) Select from the drop down list the amount to be charged against the total weight. You may update this list through the setup on the Main Invoice window.
Shipping Date - (OPTIONAL) Select from the drop down list the expected time of shipping.
Tracking # - (OPTIONAL) Enter the tracking number that was assigned by the Shipper.
Payment Terms
30 Days - 90 Days - (OPTIONAL) Enter the payment terms you wish the customer to have when paying this Invoice. They are not used beyond this Invoice, however they are figured in when using a term generated report.
Void Information
Void this Invoice - (OPTIONAL) Once the Invoice is saved you can void it if you need too. Check this box to void the Invoice.
Date - (REQUIRED) You must select a date the Invoice was voided if it is voided.
Comments
Comments - (OPTIONAL) Enter any comments you wish to enter for this Invoice. You can select from the Standard Memos database any memos you wish to add as well by clicking on the Standard Memo button.
Quote Information
Call Back Date - (OPTIONAL) Select the date upon which you wish to call back the customer or update the quote.
Comments - (OPTIONAL) Enter any comments for this quote.
Totals
Displays the running totals for the different items on the Invoice.
Buttons
Add - Add a new Invoice Item to the Invoice.
Change - Change the highlighted Invoice Item information.
Delete - Delete the highlighted Invoice Item. Unless you have a backup of the data file you will not be able to recover a deleted set of records.
Standard Memos - Brings up the Standard Memo window and allows you to select from that list to add to this Invoice. The memos will be entered in the Comments section of the Invoice.
Save - Saves any changes you made and returns to the Main window. (Note if you have checked the Auto-Print box in the Reports Setup this button will display Save & Print.)
Cancel - Cancels any changes you made and returns to the Main window.