Screen References - New/Edit Invoice Express Accounts: Billing Tab

Screen References - New/ Edit Invoice
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Express Accounts
Help v 4.86
The New/Edit Invoice dialog is where you fill in the details for an invoice. To open this dialog,
click the I nvoice icon on the toolbar of the Home, Sales, or Banking tab.
Billing Tab
Located in the upper right corner, the Billing tab is where you enter information relating to
the customer you are billing.
Customer
Enter the customer's name or select a previous customer from the drop menu.
Bill To
Enter the address the invoice should be sent to.
Customer PO No.
The customer purchase order number is printed on the invoice and on the statements for
customer reference. Leave this blank if it is not required.
Customer Tax
Select the special sales tax exempt option if this is a customer who is sales-tax exempt (a
foreign customer, for example).
Shipping Tab
Click the Shipping tab, behind the Billing tab, to enter shipping details for the customer.
Ship To
Enter the address the products should be sent to. Leave this blank if this is not required.
Same as billing
Check this box to input the same address for the shipping address as you listed on the
Billing tab.
Ship By
Select the shipping method from the drop-menu, or enter a new shipping method. The
Ship By detail will be printed on the invoice for customer reference. Leave this blank if not
required.
Tracking Ref No.
The tracking reference number refers to the shipping method, and is printed on the invoice
for customer reference. Leave this blank if not required.
Shipping
Enter any shipping costs associated with the invoice in the field. If any tax should be
applied to the shipping, select the appropriate tax rate from the drop menu. Tax rates
must be set up on the Options ~ Tax tab before they will be available here.
Invoice Tab
The Invoice tab is in the upper right corner of the Invoice window and is where you can
select to create an invoice from a previous quote, order or draft, as well as enter any other
relevant invoice information.
Screen References - New/Edit Invoice file:///C:/Program Files/NCH Software/ExpressAccounts/Help/invoice...
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Create From
You can use an existing Quote, Order or draft Invoice to create a new invoice. When you
select a type from the pull down list, Express Invoice will show a new window where you
can select a specific Quote, Order or Draft Invoice.
Date
Select the invoice date.
Terms
The payment terms are used to calculate the payment due date.
Salesperson
Enter the salesperson for this invoice.
Deposit Account
Select the invoice payment deposit account from the drop-down list.
Invoice Items
This is the list of items on the invoice. Click inside the item list to add a new item, or select
an existing item, and update the quantity invoiced. If the invoice is created from an order,
the items are not editable.
Add Discount
Click the Add Discount button to apply a discount either to the entire invoice, or to a line
item. See the Apply Discount help topic for more information about discounting.
Comments Tabs
Comments
These notes are printed on the bottom of the invoice.
Private Comments
These are notes for internal use only - they are not printed on the invoice.
Total
This is the sales tax and total display. If you think the sales tax calculation is wrong, please
see the Tax tab of Options.
Record
Click on this button to Record the invoice. To select the action (to Print, Email or Fax the
invoice), click on the pull down list. You can also save the invoice as a draft, save as a
recurring invoice, or preview the invoice. You can also select to Record with Payment, so
the invoice will be recorded as paid.
Note: If Inventoria Application Integration or stock level management is enabled,
all invoices created from recurring invoices will cause a stock quantity change, even
if the recurring invoice was originally an order for which a quantity change has been
recorded. Creating a separate invoice directly from that order will not result in an
extra quantity change.
I nvoice Options
Click the Invoice Options button to open the configuration options for invoices, where you
can change the appearance of the final invoice, change heading titles, and preview the
look of the final invoice.
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Screen References - New/ Edit I nvoice
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