1stBase Help

Version: Pro 5.0.0.0

32	Sales Invoice Management

This window is displayed when you select Invoice Management from the Administration - Sales Menu.

Invoice Type	Indicates the price basis for the invoice.
	Moves the Customer Record to the customer shown in thie invoice.
Addresses	The invoice and delivery addresses are updated from the customer record each time the invoice is printed. This allows you to correct any incorrect addressing information after the initial invoice preparation. This window, therefore, displays the last addresses used to print the invoice. If the invoice has not been printed then the addresses are those that were current at the time the invoice was prepared. The delivery address will be blank if 'send to delivery' was not selected in the oder input window.
Invoice Filter	Can be used to limited the records shown to those that are outstanding. The default is to show all invoices.
Customer Filter	Can be used to filter the invoices to those for the currently displayed customer. When used in conjunction with the Invoice Filter it is therefore possible to view outstanding invoices for any customer.
Details	The breakdown of the invoice.
Payments	Shows the payment history for the invoice. It is possible for a customer to make multiple payments against an invoice. Once entered payment records can be edited until a banking reference is assigned. Clicking Add or edit shows the Payment window:- If a payment is banked and then recalled (e.g. the cheque bounces or a credit card payment is withdrawn) then the Fault button allows the payment to be corrected.
	Allows reprint of the current invoice.

See Also:

Administration Menu

Banking Administration

Service Invoice Management

Service Invoices