Editing Invoicing
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'''Invoice #''' - invoice number is generated based on the Next Invoice # in the Setup module. | '''Invoice #''' - invoice number is generated based on the Next Invoice # in the Setup module. | ||
− | + | '''Reference #''' - The order number the invoice was generated for. | |
− | + | '''Balance due'''- Calculated field showing the balance due on the invoice. | |
− | + | '''Invoice Date''' – Automatically populated based on the date the invoice was generated. | |
− | + | '''Terms''' – Invoice terms for that customer. | |
− | + | '''Due Date''' – Due date based on the invoice date and the terms. | |
− | + | '''PO#''' - If the order being invoiced has a PO number, the PO number will carry over to this field. | |
− | + | '''Billing Status'''– If you are syncing SME with QuickBooks, the billing status will be imported from QuickBooks. You can use this field to void an invoice, or click Actions > Void Invoice. Make sure you uncheck Export to QuickBooks so SQLink doesn’t try to sync the voided invoice. | |
− | + | '''Invoice Type''' – This field is not editable and shows the type of invoice (combined, itemized, partial, fixed, dollar amount, percent) | |
== Types of Invoices == | == Types of Invoices == |