Invoice Generator: Items Section

Use Items section to view sales documents (sales orders, deliveries and invoices), enter, display and manage information about them.

Items section comprises 2 tabs, the Ordered and delivered items tab, and the Generated invoices tab.


Ordered and delivered items

When you fill goods and services with either both sales order and delivery documents or only delivery document using the Fill button in the General section, they will appear on the Ordered and delivered items tab.

Ordered and delivered items tab contains such fields:

Field

Used for

Sales order

Name and numbering series of the sales order that fits the set parameters and will be the base for future generated invoice.

Delivery

Name and numbering series of the delivery that fits the set parameters and will be the base for future generated invoice.

Date

Date when the sales order / delivery was created in the system.

Delivery is separated from invoice

Check-mark in this field indicates either the current sales order / delivery is or is not used as a delivery posting at the same time.

Customer

Name of the customer that made the order or received a delivery and will have to pay the generated invoice.

Warehouse

Warehouse where goods from sales order / delivery are reserved for a customer.

Bank account

Your bank account where the payment of the invoice will be received.

Currency

Currency of the sales order / delivery.

Price includes VAT

Check-mark in this field indicates either the price of sales order / delivery already includes VAT.

Net amount

Net amount of the sales order / delivery, excluding VAT.

VAT amount

Amount of VAT of sales order / delivery.

Total amount

Total amount to be paid according to the sales order / delivery.

VAT number

Your VAT number.

  • The field is unavailable if your company is not identified as a VAT payer by the system.

Customer VAT number

    The customer's VAT number. 

    • The field is unavailable if your company is not identified as a VAT payer by the system.


    If you need to see more details on each sales order / delivery document, that is in the table, you may click the Show by items button. It will expand each sales order / delivery by splitting it into separate items (lines). To reverse the action, click the Show by documents button.


    Click on the Show by items button expands the table with sales orders / deliveries by displaying the following fields:

    Field

    Used for

    Item

    Name of the item (either good or service) in the sales order / delivery.

    Unit

    Unit of measurement for the item.

    Quantity

    Quantity of items in the sales order / delivery.

    Price

    Price of the item according to its quantity.

    VAT

    Type of VAT calculation system.


    Not all fields are displayed in the table by default. To display all fields, you have to turn on the extended mode by clicking the More button above the table. On enabling the extended mode, the following fields appear:


    Field

    Used for

    Discount, %

    Percent of discount in case the customer is eligible for one.

    Discount amount

    Respective amount of discount in currency in case the customer is eligible for one.

    VAT rate, %

    Rate of VAT in percents.


    If you want to turn off the extended mode, click the Less button.

    Generated invoices

    When you generate separate or grouped invoices using the Generate invoices button in the General section, they will appear on the Generated invoices tab.
    Generated invoices tab contains such fields:

    Field

    Used for

    Invoice

    Serial number assigned to the invoice when it is created.

    Date

    Date and time when the invoice is created. Field fetches the value from the field Date of the general area.

    Due date

    Deadline date before which customer has to pay the invoice.

    Customer

    Name of the customer who will receive the invoice.

    Warehouse

    Warehouse where from the goods will be taken to the customer.

    Currency

    Currency of the invoice.

    Net amount

    Net amount of the invoice excluding VAT.

    VAT amount

    Amount of VAT of the invoice.

    Total amount

    Total amount to be paid according to the invoice.

     

    Not all fields are displayed in the table by default. To display all fields, you have to turn on the extended mode by clicking the More button above the table. On enabling the extended mode, the following fields appear:

    Field

    Used for

    Delivery is separated from invoice

    Check-mark in this field indicates either the current invoice is or is not used as a delivery posting at the same time.

    Bank account

    Your bank account where the payment of the invoice will be received.

    Note

    Any additional notes or comments on the invoice.


    If you want to turn off the extended mode, click the Less button.

    All of the fields of the Items section are adjustable.


    More information