Enter Invoice Types for Customers
Explanation
This activity is used to enter and
view details of customer invoice types, and to link the invoice type to a
series. This mandatory task is to be performed by a system administrator or equivalent
person.
Customer invoice types are used for linking a special type of
customer invoice, such as an interest invoice (INTRINV) to a certain invoice
series, e.g., IR. An invoice series must be linked to each invoice type.
A default set of invoice types will be created automatically depending on the
template the company is created.
Prerequisites
This activity has the following prerequisites:
- The invoice series must be defined in the Invoice Series
window.
System Effects
As a result of this activity:
- Customer invoice types can be
distinguished from one another.
- The invoice types will be linked to a selected invoice
series.
- The series ID can be linked to a number series.
- If a Preliminary Number Series ID is defined, the series ID is replaced by
the Definite Series ID.
Window
Customer Invoice Types
Related Window Descriptions
Customer Invoice Types
Procedure
To perform this activity, follow these steps:
- Open the Customer Invoice Types window.
- Create a new record.
- In the Invoice Type field, enter the new
invoice type ID.
- To allow tax for this invoice type, select the Tax Allowed check box, and
then select the default tax code from the List of Values in the Default Tax Code
field. If tax will not be allowed, enter 0 and clear the Tax Allowed check
box, if necessary.
- To require an invoice reference entry for new customer invoices of this
invoice type, select the Reference Mandatory check box.
- To specify a preliminary number series, select the ID of the
preliminary number series from the List of Values in the Preliminary Number Series
field or enter a new
one.
- In the Definite Number Series ID, select the number series ID that will be
printed on the invoice from the List of Values.
- Select the Correction Invoice check box if
it is necessary to make it possible to use the invoice type to create
correction invoices.
- In the Layout ID field, enter the ID.
- In the Report Footing field, enter the text that will appear in the
invoice's footer.
- In the Maximum No of Copies field, you can enter a
maximum number of invoice copies to be printed. If
you leave the field empty, the number of
invoice copies defined on the customer record will be used.
- Select the Amount in Words check box if
you want the amount to be printed in words on the invoice.
- Select the Do Not Suggest Deductions check box if
you do not want the deduction amount to be suggested at the time of creating the
invoice, based on the deduction group specified for the payer.
- Save the changes.