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<< Click to Display Table of Contents >> Navigation: System Configuration > Documents > Invoice Layout |
Click: Tools > Customise > Documents > Invoice Layout
The settings below change the printed invoice layout.
Remove Kitchen Sample
Tick to remove the brochure sample image of the furniture catalogue.
Show Item Number
Tick to show product item numbers (based on their position on the quote).
Remove Phone numbers
Tick to remove phone numbers from the invoice printout.
Combine Worktop sub-items
Tick to combine worktop sub-items so that there is only the main product for worktop shown, not the components.
Combine Door sub-items
Tick to combine sub-items so that there is only the main carcase shown, not the doors.
Remove Product Groups
Tick to remove product groups from displaying. This removes the product group headings so products are all displayed together.
Show Payment Terms
Tick to show the payment terms text at the bottom of the invoice. This is the text entered in via the Additional Layout Options button (see below).
Show 'Paid to Date'
Tick to show the figure already paid to date in the bottom line figures of the invoice printout.
Show 'Balance'
Tick to show the balance figure in the bottom line figures of the invoice printout.
Use Own Invoice Reference
Tick this box to allow you to enter your own invoice number manually, each time you create and print an invoice.
Deduct Credit Notes from outstanding balance
Tick this so that credit notes are deducted from the order balance. When changing this option you will need to use the button "Recalculate All Balances" so that all previous credit notes and balances are re-calculated.
Enable Invoicing from the Delivery Note
Tick this so that when each delivery note is printed an invoice is raised for the corresponding items. Note that when an invoice is raised in this way the sales order can no longer be edited.
Note 'Price Options' must be disabled if you enable invoicing from delivery notes.
Enable Invoicing from the Delivery Note Confirmation
Tick this option so that you invoice only products that you have confirmed as having been delivered. This is used instead of the above option. A delivery note confirmation works only on advanced delivery notes, and is completed by right-clicking on the delivery note reference, and confirming quantity of products on the delivery note.
Enable 'Itemised Credits'
Itemised credits allow you to begin a credit note, in a similar way as products are added to a quote.
Disable 'Free Type Credits'
Tick this to turn off the option of free type credit notes. Free type credit notes allow you to invoice an amount of money, not specific to individual products.
Disable 'Full Invoices'
With this option enabled you will not be able to create full OR part invoices. You must use this option when you enable invoicing from the delivery note (above) to eliminate the possibility of creating an invoice from delivery then creating another duplicate invoice.
Disable 'Free Type Invoices'
With this option enabled you will not be able to create free type invoices. Instead you would be created full invoices, or part invoices, of invoices from delivery note (confirmations).
Allow the Invoice Date to be changed
Enable this option to allow the invoice date to be changed when you reprint an existing invoice. You will be able to over type the date with a new date when you have right-clicked on an invoice number and selected Reprint.
Don't allow itemised credit unless invoice has been raised
When using itemised credit notes, tick this option so that a product cannot be added to a credit note, unless it has already been invoiced.
Fitting Options
Click an option to choose between:
•Show fitting "Group" totals - Shows the group (as set in Fitting Configuration) and the total cost of fitting for that group.
•Show individual fitting items - Shows a cost for each item (as set in Fitting Configuration).
Combine fitting items within the same "Group" - Tick this box if you have more than 1 fitting code on a quote to combine items so they appear under the same "group".
Additional Layout Options
Click the button to see the following options:
Layout
Click here to swap between standard trade layout or standard retail layout. The trade layout shows extra reference numbers and more information in the header.
Payment Notes
Insert payments notes here that you want to appear on the invoice. Notes placed here default onto every invoice printed.
Click Update to save and close the window when finished
Product Group Settings
Click this button to open a grid of all the groups that are used on a invoice (they appear as sub-headings on the printed invoice). Note a part invoice does not invoice specific products, but an amount only. Therefore a part invoice only allows free type information and doe snot print a list of products.
You can change the colour coding by right-clicking to show the colour picker and select a new colour.
Grouped Product Text is the text that is displayed if you decide to have your prices set to "Grouped". This shows 1 line on the quote rather than each individual item, eg "Total furniture cost" instead of all furniture products.
Double click on the word Memo to add default notes to a group. These appear under the heading on a printed quote.
Select how to display prices under the Pricing column:
•No Prices does not show any prices on the quote other than the bottom line totals
•All Prices shows a price next to every product.
•Sub-total shows one sub-total for a group of products.
•Group Products shows a line reading “Total Furniture Cost” either priced or unpriced.
Discounts can be set in the same way:
•Total Discount shows only the total discount at the bottom line of the quote.
•All Discounts shows the discount % next to each product
•All Discounts + Sub-total shows the % next to each product and a sub-total of the discount for each group.
•Sub-total displays only a sub-total of the discounts for each product group.
Click Update to save and close the window when finished