An Invoice, Bid, Proposal or Receipt is automatically created from the default information found on the Sales, Bill To and Ship To page.  Edit the sales page to modify the default invoice data. 

Billing page: 

• Invoice line item billing information comes from the Sales page. 
• The Bill To information comes from the Bill To page.
• The Ship To information comes from the Ship To page.

• Invoice control:

  • Invoice Number (next available, ticket number or your choice)
  • Purchase Order Number (next available, ticket number or your choice)
  • Invoice Date
  • Terms
  • Due Date
  • Total
  • Balance Due (If no balance due is visible, open the Sales page and select apply.)
  • Amount Paid
• Payment details are saved with amount, date, and user name.  Data is entered automatically based on user name, date, and amount paid.  You can also add notes in the same field.  (non-editable)
• Notes:  These notes appear on the bottom of the invoice.  You may edit these notes.

Note: 

• Invoice, Bid, Proposal, or Receipt are found at bottom of the page. 
• On the email page you have the choice to add this sale/ticket as an Invoice, Bid, Proposal or Receipt.  The only thing you are doing is changing the title from Invoice to Bid, Proposal or Receipt.  See attachments on the email page. 
• Tax is set on the Sales page.  The default tax is set by the administrator under Preferences in Company Setup. 
• Company name and address for invoice comes from Company Setup - Profile.
• Bill To name comes from information added on the Bill To page.
• Ship To address comes from the Ship To page.
  

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