The information contained in the Invoice window is as follows:
| Address | The address is taken from the client's details form, but can be changed by typing in an alternative address in the Extra Fields section at the bottom of the invoice form. |
| Our Ref | Reference text. |
| Invoice No. | The system normally allocates the next available number to the invoice, but you can override this by editing the field. |
| Invoice Date | Defaults to the current date, but can be edited by the user. |
| Receipt Date | This field defaults to the expected Payment date for the Invoice/Fee Note being raised. The date forms the basis of the Projected Cash Flow report. (The expected Payment date is set up in System Options.) |
| Second Currency | A second currency can be selected from the drop-down menu (which is set up and maintained in Currencies). |
| InvType | The following invoice types are available: Write Off Used to write off time values. (Not recommended because it tends to distort the true Profit / Loss picture. Note: The value of the Write Off will default to the value that has been tagged, and cannot be edited. Fee Note Behaves like a full invoice, but FEE NOTE is the header on the billing document. Provisional Invoice Used as a draft Invoice that can be amended and then subsequently confirmed as a full Invoice/ Fee Note by any user with appropriate authority. A Provisional Invoice will not affect the reported value of WIP or Debtors; nor does it affect the WIP review screen value. Proforma Invoice Used as a 'Non-VAT Invoice', usually issued to clients requesting payment. A full Invoice /Fee Note is issued to the client on receipt of payment. A Proforma Invoice does effect the reported value of WIP or Debtors. Credit Note If you need to cancel an invoice after it has been posted, you need to create a credit note of equal value. This negates the effect of the invoice. Note: You can't delete a posted invoice. Deferred Revenue Invoice Use this invoice type when you need to defer taking a profit or loss on the invoice amount. The profit figure has been set to zero by default. (You can override this.) |