Although most of the invoice details are fixed based on customer settings and saved sales order information, you may modify a few details such as dates, messages, serial numbers, and commissions.
- Open an invoice as described in Get invoice details.
- On the Invoice page, click Change.
- From the calendar, you may change some dates:
- Invoice date: The date that the terms will use to calculate the due date and the discount date.
- Ship Date: The date on which the order should ship.
- Due Date: The date on which invoice payment is due. This date is calculated based on the customer's payment terms and the invoice date.
- Discount Date; If the invoice is paid by this date, then the discount associated with the payment terms or specified in the Discount Amount box will be applied.
- If there is any additional cost for shipping, type it into the Freight Cost box.
- If you need to add or change a Customer PO number, type it into the box provided.
- If you want to assign an Order Type, click
and choose one.. - If you want to change the Salesman, click and choose one.
- To change the period when to post the invoice, select the Post to Period from the list. The post to periods are in the format MMYY.
- To exclude this invoice from customer statements, select the Suppress From Statements check box.
- If you want to correct serial numbers on the invoice, click the Serial Numbers button, and edit them in the pop-up that appears. This button will be enabled only if there are serial numbers associated with the original order.
- To adjust salesman commissions, click the Commissions button, and then see Adjust the salesman commissions on an invoice
- Type a message to your customer into the Invoice message box.
- Click Save.