Documents setup - Invoices

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To set documents - Invoices:

1.On the Setup ribbon, select Documents setup, if the Documents setup screen is not already displayed.

2.Click on the Invoices tab, if it is not already displayed.

3.Enter or select the following options:

a)Next invoice no. - It is recommended that the Invoice number be prefixed (e.g. IN000001) to identify the document type.

b)Invoice journal  - Select the Sales Jnl.

c)Layout file - If you have a customized layout file, you may select the layout file. Otherwise, you may select one of the following layout files:

i)Print no inventory codes - If you do not wish to print Inventory codes on document layout files, you may select the following document layout files:

Invoice (no codes)

Invoice A4 (no codes)

Invoice A4 Plain (no codes)

ii)Print inventory codes (up to 10 Characters) - If you enter less than 10 characters in the Inventory code field and less than 25 characters in the Inventory description field, on Action → Inventory items screens, you may select the following document layout files:

Invoice (10 code)

Invoice A4 (10 code)

Invoice A4 Plain (10 code)

iii)Print inventory codes (up to 15 Characters) - If you enter up to 15 characters in the Inventory code field and up to 35 characters in the Inventory description field, on Action → Inventory items screens, you may select the following document layout files:

Invoice (15 code)

Invoice A4 (15 code)

Invoice A4 Plain (15 code)

iv)Layout files no Tax - If you are not registered for Tax (VAT/GST/Sales Tax), you may select the following document layout files:

Invoice No Tax (no codes)

Invoice No Tax (15 code)

The Layout files set in the Documents setup, is a global setting. If you need to set a different layout file for a specific customer, you may select it on the Delivery address tab - Action Customer.

You may also change the layout file when printing documents.

d)Layout file 2 - This field is optional. If a layout file is selected, the document will print twice using this layout file. If you have a customized layout file, you may select the layout file. Otherwise, you may select one of the layout files listed above.

If you need to print Delivery notes, you may you may select the Delivery note (no codes) or Delivery note (15 code) layout files.

e)Invoice heading - This field is not used on the document layout files, but it is recommended that Invoice or Tax Invoice should be displayed or entered.

f)Invoice message - Enter a global message to be printed on all Invoices.

4.Click on the other tabs, if necessary. Once finished, click on the OK button to save your changes.

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