Table of Contents Quasar Commands Up: Sales Previous: Customer Quote Next: Customer Payments

Customer Invoice



Invoice No

The invoice number is incremented by Quasar. This may be changed by the user. If the invoice number entered is the same as an existing invoice number then a warning message will be displayed.

Reference

A number that references the customer invoice. For example, the customer may provide you with a purchase order number or a job number.

Date

The date for the customer invoice. The date determines the accounting period in which the customer invoice will be posted.

Time

The time the customer invoice was created.

Shift

The shift that the customer invoice is linked to through a shift close.

Store

Select or change the default store. If a store has been defined for the user, then the user's store will display by default. If no store has been defined for the user, then the default store specified in the "Quasar Configuration" will be displayed.

Station

The station (work station) on which the customer invoice is created.

Employee

The employee creating the customer invoice.

Customer

Select or enter the customer whom the invoice is being billed to.

Address

The customers address.

Terms

The payment terms of the invoice. Payment terms default from the customer master file.

Ship Via

Enter the method of shipment.

Promised Date

Enter the date the goods are promised to the customer.

Type

Select either item or account. Select item if the sales invoice will be used to sell or return items. Select account if the sales invoice will reflect a direct charge or credit to a ledger account.

Tender

If the invoice will be tendered by a single tender then select the individual tender. If the invoice will be tendered using multiple tenders, then use the "Tenders" folder.

Memo

Defines the customer invoice.

Item Entry Table



Use this section to enter items on the customer invoice.

Totals


The totals folder displays the various totals for the customer invoice:

Comments


Any comments relevant to the invoice. All comments will be printed on the hard copy of the customer invoice.

References


Displays the compulsary references entered.

Taxes


Quasar display a breakdown of the individual taxes.

Ship To


Where products are shipped to a card or address other than the customers address the ship to address can be entered here. The ship to address is printed on the hard copy of the customer invoice.

Item Info


The item info folder displays specific information about an individual item(line) in the invoice. The information displayed will pertain to the line in which the cursor is placed. Line discounts are taken using the item info folder.

Discounts


The discounts folder is used to define transaction discounts.

Tenders


The tenders folder is used to define multiple tenders.

Voided?

Toggle on or off. Toggle off to void the invoice. Toggle on to re-set the invoice to non-voided.

Print

Click on the print button to print a hard copy of the customer invoice.

Payments

Click on the "Payments" button to take a customer payment and/or allocate a payment or return to an invoice. Clicking on "Payment" will cause the "Invoice Payment" window to be displayed. This window will display all transactions that can be allocated to the invoice.

Invoice Payment




If there are no transactions that can be allocated towards the payment of the invoice the body of the window will be blank. If there is a return or a credit that can be allocated to the invoice the details will be dispayed in the body of the window.

Invoice Number

The invoice number for the invoice that you are paying or allocating a return or payment too. Note! you may also allocate an invoice to a return.

Date

The date of the invoice.

Total

The Total amount of the invoice.

Paid

The amount of the invoice that has previously been paid.

Memo

The memo for the invoice. This memo displays on the journal transaction for the invoice.

Customer

The customer who the invoice is charged too.

Balance

The current balance of the customers receivable account.

Auto Allocate

Click on the "Auto Allocate" button to automatically allocate to the invoice.

Invoice Table

The inoice table displays all credits, returns or invoices that can be allocated back to the vendor invoice.

Quick Payment

Click on the "Quick Payment" button to create a payment for the invoice using the "Customer Payments" window.

Stock

Click on the "Stock" button to review the stock status of the item in the line in which you are working

Margin

Click on the "Margin" button to view the cost and margin information for the item you are selling.



Table of Contents Quasar Commands Up: Sales Previous: Customer Quote Next: Customer Payments