|
| Customer Invoice | DocumentationTable of Contents |
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.
A number that references the customer invoice. For example, the customer may provide you with a purchase order number or a job number.
The date for the customer invoice. The date determines the accounting period in which the customer invoice will be posted.
The time the customer invoice was created.
The shift that the customer invoice is linked to through a shift close.
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.
The station (work station) on which the customer invoice is created.
The employee creating the customer invoice.
Select or enter the customer whom the invoice is being billed to.
The customers address.
Enter the tax code for the taxes that the customer is tax exempt.
Enter the method of shipment.
Enter the date the goods are promised to the customer.
The payment terms of the invoice. Payment terms default from the customer master file.
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.
Use this section to enter items on the customer invoice.
The item number of the product or products being sold. Note that if you enter an item that requires serial number tracking the select serials screen will be displayed.
The description of the product or products being sold.
The size of the item.
The quantity of products being sold. Only a positive number should be entered.
The price per selling unit for each product being sold.
The extended price for the items on the line. The extended price is the gross extended price before discounts.
If the discount is a percent discount then the percentage will be displayed. If the discount is a dollar discount, then the total dollar amount will be displayed. Line discounts are selected in the "Item Info" folder.
The selling tax code for the item. This is defaulted from the data entered in item master window. However, the tax code may be changed by the user.
The totals folder displays the various totals for the customer invoice:
The net item total before discounts and taxes.
The total of all line discounts.
The total of all transaction discounts.
The accumulated total of all taxes.
The total of all container deposits.
The total amount of environmental levies.
The total number of selling units on the invoice.
The gross total for the customer invoice.
The amount of all payments allocated to the customer invoice.
The net balance due on the customer invoice after all payments.
Any comments relevant to the invoice. All comments will be printed on the hard copy of the customer invoice.
Displays the compulsory references entered.
Quasar display a breakdown of the individual taxes.
The tax id.
The name of the tax.
The net base amount that a given tax is charged to.
The amount of tax allocated to the "Taxable" amount.
The net base taxable amount including the amount of the tax. (for items with taxes included in the price)
The net amount of tax calculated from the "Inc. Taxable" amount.
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.
Enter or select a card if different from the customer.
Enter the new shipping address.
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.
Displays if the item being sold is an item that is consigned in to the store.
Displays if the item being sold is actually an item that was shipped to the customer using the consignment out screen.
Displays whether or not a discount may be taken on an item.
Displays if the price of the item includes taxes.
Displays if the price of the item includes a container deposit.
The total of the container deposits on the line.
The amount of the levies assessed on the line.
Toggle on or off. Toggle on to show the on hand quantity for the item.
Displays the on hand for the item if the "show on hand" toggle is turned on.
Displays the location of the item.
Select the discount for to take a line discount.
Toggle on or off. Toggle on if the line discount will be a percentage discount.
Toggle on or off. Toggle on if the line discount will be a dollar discount.
Toggle is on if the price is set using the price over-ride function.
Displays the total amount of a line discount.
Displays the gross total for the line.
Displays total amount of transaction discounts allocated back to the line.
Click on the edit serials button to edit the serial numbers assigned to the item.
The discounts folder is used to define transaction discounts.
Enter or select the discount id. from the customer.
Enter a percentage discount. For example "10%" off.
Enter a dollar discount. For example, "$1.00" off.
The total of the discount.
The tenders folder is used to define multiple tenders.
Enter or select the tender.
Enter the amount of the tender.
Quasar displays the conversion rate for foreign currency.
The total of the tender.
If tender rounding is in effect this field displays the rounded amount.
Displays the gift card item.
Displays the gift card number.
The quotes folder is used to convert a customer quote to a customer invoice.
Click on the add button to convert a quote to an invoice. You can choose to populate all of the items from the quote and you can choose whether or not to bring the item quantities forward from the quote.
Once you have populated the customer invoice with items from the quote you can remove the link to the quote.
High-light a quote and click on the view button to view the quote.
The orders folder is used to convert a customer order to a customer invoice.
Click on the add button to convert an order to an invoice. You can choose to populate all of the items from the order and you can choose whether or not to bring the item quantities forward from the order.
Once you have populated the customer invoice with items from the order you can remove the link to the order.
High-light an order and click on the view button to view the order.
Click on the "View Payments" button to take a customer payment and/or allocate a payment or return to an invoice. Clicking on "View Payment" will cause the "Customer Invoice Payment" window to be displayed. This window will display all transactions that can be allocated to the invoice.
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 displayed in the body of the window.
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.
The date of the invoice.
The Total amount of the invoice.
The amount of the invoice that has previously been paid.
The memo for the invoice. This memo displays on the journal transaction for the invoice.
The customer who the invoice is charged too.
The current balance of the customers receivable account.
Click on the "Auto Allocate" button to automatically allocate to the invoice.
The invoice table displays all credits, returns or invoices that can be allocated back to the vendor invoice.
The type of transaction. For example, Invoice or Payment.
The number of the transaction that may be allocated against the invoice.
The number of the transaction that may be allocated against the invoice.
The date of the transaction that may be allocated against the invoice.
The total amount of the transaction.
The remaining amount of the transaction that may be allocated.
The amount of the transaction that you wish to allocate to the invoice.
Toggle on or off. Toggle on to allocate the total amount of the transaction to the invoice.
Click on the "Quick Payment" button to create a payment for the invoice using the "Customer Payments" window.
Click on the "Stock" button to review the stock status of the item in the line in which you are working
Click on the view serials button to view items on the invoice that require serial number tracking.
- Select the "Save" icon to save the changes
to the customer invoice record.
- Select the "Undo" icon to remove any
unsaved changes and display the original customer invoice record.
- Select the "New" icon to create a new
customer invoice. If the open customer invoice record has not yet been saved,
you will be prompted to save it.
- Select the "Delete" icon to delete the
customer invoice record.
- Select the "Copy" icon to copy the
contents of the customer invoice record to an alternate customer invoice
record.
- Select the "Print" icon to print a copy of
the customer invoice.
- Select the "Email" icon to send an electronic copy of
the customer invoice to the customer's email address.
- Select the "OK" icon to file the record.
- Select the "Cancel" icon to cancel the
changes to the record.