To Create a Mix and Match Invoice

The S3 product code appears here. You cannot edit this.

This shows the value of the discount that the customer receives, based on the percentage of discount shown above.

This represents the units for product items e.g. metre, box etc. For a service item this could represent hours, days etc.

The net amount for the service item appears here.

Enter a description here. For example, service charge.

The tax amount for the service item appears here.

You can use the Details box to enter additional information about the service item.

Select a nominal code to post the transaction to from the drop down list.

Enter the quantity you require here. By default, the quantity is set to one but you can change it if you want.

The tax code T1 appears here automatically. You can change this if required.

The discount entered here is the total percentage of discount that the customer receives, as set up on the Customer Record Defaults tab. You can amend this here if you wish.

If you want this line of the invoice to be analysed to a department, enter the department here.

Enter the unit price for the service you are charging for here.

You can use this box to enter any additional reference you require.

2. Select the type and format of the invoice you require from the drop-down lists. To create a mix and match invoice, select Invoice from the Type drop-down list and Product from the Format drop-down list.

4. If you want to enter a service item for a service that you provide that you have not created a product record for, select S3 from the Product Code drop-down list.

5. Complete the Edit Item Line window as you would do normally for your service items. For further information about how to do this, refer to the section To Edit the Service Item Line Details.

6. To save your service item to the invoice, click OK. If you do not want to save the service item to the invoice, click Cancel.

You can now enter your order details such as delivery address. For further information about how to do this, refer to the section To Add Order Details.

If you want to enter any carriage or settlement details, refer to the section To Add Footer Details.

You can also enter payment details against the invoice. For further information about how to do this, refer to the section To Enter Payment Details.

7. To save the invoice, click Save. If you have chosen to create new invoices/orders on saving from the Invoice and Order Defaults, the screen clears ready for you to enter a new invoice. If you have chosen to edit the saved invoice from the Invoice and Order Defaults, the invoice information remains on screen for you to edit.

To print the invoice straight away, click Print. Select the invoice layout and output you require and then choose Run.

Product Code	Discount
Units	Net
Description	VAT
Details	Nominal Code
Qty/Hours	Tax Code
Discount %	Department
Unit Price	Job Reference