Invoice ➔ Entries ➔ Direct invoices
Direct invoices are created for direct sales. With direct invoices, it is assumed that the goods are delivered immediately, thus the processing of direct invoices reduces the stock in your inventory.
This overview displays all direct invoices and/or direct credit notes that have been created but not processed. From this overview, you can:
You can filter the direct invoices and/or direct credit notes that you want to display. To search for the direct invoices and/or direct credit notes, you can define one or more of the following criteria and click Search. The direct invoices and/or direct credit notes that match the defined search criteria are then displayed. A list of options will be displayed if you click at Selection code, Order, and other fields. From the list, select an option and click Select.
Note: It is possible that not all columns are displayed. You can add or delete columns as required. For more information, see Inserting and deleting columns.
Click this to search for direct invoices/direct credit notes based on the defined criteria.
Click this to clear the defined criteria.
Type the number of rows to be displayed in each screen. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons will become available.
Click this to return to the previous list of results.
Click this to display the next list of results.
Select the warehouse to display direct invoices/direct credit notes belonging to the selected warehouse. Select All to display direct invoices/direct credit notes belonging to any warehouse.
Note: This box is available only if you have E-Warehouse Management in your license.
This refers to our reference number. Type your own reference number (internal reference number) to display the direct invoices/direct credit notes that match the entered reference number.
This refers to the transaction date. Type or select a transaction date or a date range in which the direct invoices/direct credit notes were created. Select the All check box to display direct invoices/direct credit notes created on any date.
Note: Typing or selecting only the start date display direct invoices/direct credit notes that are created on and after the selected date. Typing or selecting only the end date will display direct invoices/direct credit notes that are created on and before the selected date.
Type or select the ID or name of the customer who will be receiving the direct invoices/direct credit notes.
Type or select the ID or name of the customer who placed orders in the direct invoices/direct credit notes.
Type or select the selection code to display direct invoices/direct credit notes with the selected selection code.
Type or select a sales order number to display direct invoices/direct credit notes with the selected sales order number.
Type a full or partial customer’s reference to display direct invoices/direct credit notes that match the entered reference.
Type a full or partial description of the direct invoices/direct credit notes that match the entered description.
In the Type section, select the type of invoice you want to display. You can select more than one option. The following options are available:
Click this to type a new note or view the notes that are recorded for the selected direct invoice/direct credit note. For more information, see Creating and maintaining notes.
Note: This button is enabled only if you have selected a line.
Click this to attach a new document or view the documents that are attached to the selected direct invoice/direct credit note. For more information, see Viewing attached documents.
Click this to view the selected debtor’s transactions. For more information, see Viewing debtor cards.
Click this to create a new direct credit note. For more information, see Creating credit notes based on invoices.
Click this to delete the selected direct invoice/direct credit note.
Click this to view and edit the selected direct invoice/direct credit note. For more information, see Creating and maintaining direct invoices.
Click this to create a new direct invoice. For more information, see Creating and maintaining direct invoices.
Click this to exit.