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Invoice Options: General

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Go to Invoice > Invoice Options > General tab

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

WorkshopStock ItemsSupplierCustomerQuotesLedgerInvoiceEmployeecompanyFileSales OverviewGift CardInvoice OptionsInvoice ExtraRecurring Invoice LookupCashUpNew Credit NoteCredit Note LookupInvoice LookupNew InvoiceInvoice_Main_Menu

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Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information

Payment ProviderDisable Payment TypesTotal Markup Use LastAllow Item LookupRestrict Customer List ...Allow Combined Till CashupAllow selling below costDefault CurrencyPayment LabelsAsk save unknown barcodeTouchCredit NoteEmailLabelAssign TillMiscellaneousMessage On ReportHardwarePrintAllow Partial MatchShow MarkupCash Up ModeScale BarcodeUse Scale BarcodesInvoice TypeLimit Non- CashLimit Maximum ChangeItem Lookup DefaultForce ScanningShow Stock On HandCash ModeInvoice Default TypeRoundingReset PricesDefault Invoice DiscountMaximum Invoice DiscountSales PersonLocal SettingInvoice_Options_General

Please note that all Local Settings have a green background and Server Settings a blue background.

Local Settings are computer-specific; you must define the setting for each computer on your network. The server settings are applied to all PCs on the network.

 

Field

Description

Allow sell item below cost.

This option will be ignored if item is on special.

Allow sell item with zero cost.

Sell the item even if the cost is zero.

Allow below group minimum markup.

Sell the item even if the price is below the minimum markup.

Allow discount on items on special.

Round on account.

Round due down to.

Type in the amount you want to round to, e.g., 50 cents. If you also want to round the on-account amount, select Round On Account.

(Note: you can round all prices in your database; go to Stock > Stock Options and click on the Pricing tab)

Restrict Customer List To Invoice Branch.

The invoice branch (Invoice >Customer More tab) is determined by the default branch as set in the Company > Branch form. Only customers from this branch will be displayed. The customer branch can be set in the Customer > Financial Info tab.

Allow Item Lookup.

If deselected, then you won't be able to look up a stock item in the invoice form. Perhaps you want to force employees to simply scan bar codes.

Total markup use last purchase cost.

The last purchase cost instead of the average cost will be used to determine the markup percentage and gross profit percentage in the quote form.

 

 

http://bit.ly/SiInvoiceOptionsGeneral

 

 

 

 

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