Field descriptions: Sales invoice

The bill-to customer defined on the shipment, or the customer you create the invoice for.

You can select from a list of active customer records.

The final invoice number. It is generated when you create and save the sales invoice. It is based on the sequence number assigned to the sales invoice document type.

Depending on your legislation, it can be updated when you post the invoice so that posted invoices have a chronological and sequential number. This updated number is generated from a second sequence number having the Chronological control checkbox selected. In addition, this second sequence number is assigned to the invoice type document having the Assign on posting checkbox selected.

This number is used in the financial flow in your financial solution.

The original number is displayed in the Creation number field in the Information tab.

The ordered item.

The origin of the line.

• It defaults to Shipment when the invoice is created from a shipment.
• It defaults to Direct when the line is a direct line.

The ordered item.

When you create a direct line, you can select an item from a list of services and not stock managed items.

The origin of the line.

• It defaults to Shipment when the invoice is created from a shipment.
• It defaults to Direct when the line is a direct line.

The quantity shipped on the shipment line, or the invoiced quantity for a direct line. The quantity displays in the sales unit.

The stock unit.

• Base price: When the customer does not have a price list for the item, and the item base price is used for the gross price.
• Manual: When the gross price is entered or updated manually.
• Price list: When the customer has a price list which is used along with any associated discount or charge percentages.

The total excluding VAT amount in the invoice currency. It's the quantity multiplied by the net price.

The total excluding VAT amount converted to the sales site company currency. It displays only when the company currency differs from the transaction currency.

The total including VAT amount in the invoice currency. It's the sum of the total excluding VAT and the total VAT amount.

Indicates if the invoice is credited or not.

• Not credited: No credit note is created for the invoice line.
• Partially credited: Only a portion of the line amount is credited.
• Credited: One or more credit notes are created for the invoice line.

The number of items credited for the invoice line. If there are several credit notes for this line, it's the total quantity of items for all the credit notes.

The amount credited on the credit note.

The credit note number and a link to this credit note.

The credit note status.

• Draft: The credit note is created.
• In progress: Post has been selected on the credit note. The credit note is going through the posting process.
• Posted: The credit note is posted. The journal entries have been created.
• Error: An error is occurring in the posting process.

The switch to make the customer note text box available. If you keep this switch on, the notes print under the corresponding line on the PDF sales invoice.

The tax category. For example, Value Added Tax. It's determined by the legislation linked to the sales site company.

Tax categories are managed on the Tax category page.

The tax is determined by the following elements:

• The stock site address
• The customer ship-to address
• The item tax group defined on the Item page and the tax determination rules defined on the Tax determination rules page

You can change the tax. For example, the system has selected Normal rate collected on debits but you can change it to Intermediate rate collected on debits.

Tax and tax rates are managed on the Tax page.

The tax rate associated with the tax. It is used to calculate the VAT amount to be charged on the line.

Tax and tax rates are managed on the Tax page.

The total including VAT amount for the line.

A creation number can be used when creating the credit note. When the credit note is posted, the final credit note number populates on the Number field on the header. The final number is used in the financial flow in your financial solution.

Sequence number rules are managed on the Sequence number assignment page.

This checkbox is only selected when you send the invoice to the recipient through the automatic email sending system.

There's no indication if you send a printed invoice by email or by mail.

The address details.

The city or town where the address is located.

The country where the address is located.

The field label and formatting changes according to the selected country.

The company or person at this address.

The main phone number for the address.

The tax category.

Tax categories are managed on the Tax category page.

The tax rate associated with the tax.

Tax and tax rates are managed on the Tax page.

The VAT.

Tax and tax rates are managed on the Tax page.

The switch to make the customer note text box available. If you keep this switch on, the notes print on the PDF sales invoice for the customer.

The text box where you can add notes you want to share with your colleagues about the sales invoice. Those notes are only for internal purposes. Customers cannot see them.

If it's switched on, the line notes are repeated on the corresponding credit note lines.