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Invoice (invoice)

invoice_form.png

General

  • Invoice ID - This is the Unique identifier of the Invoice. This field will be auto-populated after the first save of the Invoice.
  • Name - This is the name of the Invoice.
  • Customer - This field is a lookup to an existing contact or account record. A new contact or account can be created.
  • Order - This field is a lookup to an existing order record.  A new order record can also be created.
  • Price List - This field is a lookup to the existing price list records. A new price list can also be created.
  • Currency - This field is a lookup to the existing currency records.

Totals

  • Detail AmountTotal line item amount for the Invoice.
  • Prices Locked - Determines whether or not the price is locked. 
  • Balance - This field shows the Order Extended Amount minus any amounts applied from Invoice Payments.
  • Invoice Discount (%)Discount specified as a percentage for the Invoice.
  • Invoice DiscountDiscount specified as a monetary amount for the Invoice.
  • Pre-Freight AmountTotal price minus the freight charges for the Invoice.
  • Freight AmountCost of freight for the Invoice.
  • Total TaxTotal tax for the Invoice.
  • Total AmountTotal price for the Invoice.

Shipping

  • Date DeliveredDate all products in the Invoice were delivered.
  • Shipping MethodMethod of shipment for the Invoice.

Description - Description of the invoice.

Addresses

Bill To Address 

  • Address Information - The address information necessary to bill the Invoice to the customer. 

Ship to Address 

  • Ship To - Radio button selecting whether the Order Products will be sent to the Customer's Address or the Customer will pick up the Order Product via Will Call.
  • Address Information - The address information necessary to ship. 

Administration

  • Owner - The CRM User responsible for the sale of the Invoice.
  • Opportunity - A lookup to an existing opportunity record. A new opportunity can also be created.
  • Tax Postal Code - For Point Of Sale (POS) Orders, this field will be automatically be populated with the Point of Sale Tax Postal Code field from the Settings Entity.
Note about Price Locked: If the Prices Locked check box is not selected, Use Current Pricing is enabled. Use Current Pricing is a type of pricing behavior that directly associates the price per unit for a product with the price listed in the product catalog. If a price changes in the product catalog, the unit price changes in any open invoices or orders. 

 

Note that this check box is read-only. You cannot enable or disable Prices Locked by clicking the Prices Locked check box in the Generalsection.

  1. In the Navigation Pane, click Sales, and then click Orders or Invoices.
  2. Open the order or invoice that you want.
  3. To enable Price Locked, in the Actions group, click Lock Pricing.

    - OR -

    To enable Use Current Pricing, in the Actions group, click Use Current Pricing.

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