A Sales Invoice is the record of a completed sale. It is the most common type of sales transaction and the end result of nearly all other Sales Transaction Types. Sales Invoices must be fully tendered (i.e., payments must equal the transaction total). Payment entries may include cash, in-house credit, or other
Sales Payment Types.
The Sales Invoice Transaction Type cannot be disabled or renamed, and many of the Update and Save parameters may not be changed. By default, Sales Invoices do not automatically convert or archive to any other Transaction Type. They may be manually converted to other Transaction Types (if configured to do so in the Save Parameters - Manual Conversion To settings. All other Transaction Types (except Archives) are generally considered to be pending sales which will ultimately be converted to Sales Invoices (unless deleted, voided, or otherwise abandoned).
When edited, Sales Invoices use the original Price, Cost, and Sales Tax. When new Sales Invoices are saved, the sale Quantity of each item sold is subtracted from the Quantity On Hand (QOH) on Inventory database records and the Total Sold is increased by the same amount. The Last Sold and Last Shipped dates are also updated accordingly. If an Invoice is the result of a Layaway or Sales Order (or Back Ordered Invoice) being completed/fulfilled, the Layaway or Allocated Quantities are reduced (instead of QOH). The Customer database record fields Amount Due, Total Purchased and Last Purchased are also updated.
Setup Screen Default Settings - Setting / Default / Status:
Enabled / ON / Permanent
Name / Sales Invoice / Permanent
Menu Name / Sales &Invoice / May be changed
Short Name / Invoice / Permanent
Abbreviation / NVC / May be changed
Description / Typical Sales Transaction / May be changed
Next Number From / Sales Invoice / May be changed
Data File / KSTR####.DAT / Permanent
Save Payments To This File / N/A / Permanent
Directory / N/A / Permanent
GL Payment Posting / Sales / Permanent
Hot Key / [Ctrl]+[I] / May be changed
Security Levels /see Default Sales Transactions Security Levels
Entry Parameter Default Settings - Setting / Default / Status:
Qty Only / ON - Qty / May be changed
OnOrd/Ship / OFF - OnOrd Ship / May be changed
TotQ/TShip / OFF - TotQ TShip / May be changed
List/MrkDn / OFF - List MrkDn / May be changed
Cost Profit / OFF - Cost Profit / May be changed
Default Mode / Qty Only / May be changed
OnOrd To Shipped / Never / May be changed
OnOrd/Ship - Display Ship Totals / ON / May be changed
Auto-Fill Shipped Qty On New Lines / OFF / May be changed
Auto-Fill Shipped Qty On New Edit / OFF / May be changed
Detail Box / Total(Large Print) / May be changed
Disable Customer Display /
OFF / May be changed
Customer History - Start Date / -1y / May be changed
Customer History - Show on Customer History Screen / ON / May be changed
Customer History - Warn if Existing Transaction / OFF / May be changed
Customer History - Load Customer Line Item History / OFF / May be changed
Customer History - Warn if Item on Existing Transaction / Not available / N/A
Complete Sale Parameter Default Settings - Setting / Default / Status:
Fields to be displayed:
Order Number / ON / May be changed
Salesperson / ON / May be changed
Discount / ON / May be changed
Shipping / ON / May be changed
Editable Tax / OFF / May be changed
On Account / ON / May be changed
Payments / ON / May be changed
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Default Entry Fields (to which the cursor automatically navigates):
Orig Order Date / OFF / May be changed
Ship Date / OFF / May be changed
Not Before Date / OFF / May be changed
Not After Date / OFF / May be changed
Order Number / OFF / May be changed
Salesperson / OFF / May be changed
Discount / OFF / May be changed
Shipping / OFF / May be changed
Prompt for Payment / OFF / May be changed
Select Payment / OFF / May be changed
Edit Pay Date / OFF / May be changed
Confirm Totals / OFF / May be changed
Support Print Immediately / OFF / May be changed
Other Complete Sale Parameters:
Allow Credit Payments / ON / May be changed
Min Payment / 100% / Permanent
Don't Give Back Change / Not available / N/A
Give Change On Partial Shipment / OFF / May be changed
Update Parameter Default Settings - Setting / Default / Status:
QOH / ON / May be changed
Qty Allocated / OFF / May be changed
Qty On Layaway / OFF / May be changed
Total Sold / ON / May be changed
Last Sold / ON / May be changed
Last Shipped / ON / May be changed
Amount Due / ON / May be changed
Total Purchased / ON / May be changed
Last Purchase Date / ON / May be changed
Back Order List / OFF / May be changed
Save Parameter Default Settings - Setting / Default / Status:
Convert When / Manual Only / Permanent
Convert To / Not Available / N/A
Prompt Before Converting / Not Available / N/A
Keep Number When Converted / OFF / May be changed
Don't Save Shipped Qty / Not Available / N/A
Copy Shipped Items to New Sale / Not Available / N/A
Print New Invoice / Not Available / N/A
Delete Filled Line Items / Not Available / N/A
Delete Completed Transaction / Not Available / N/A
Archive To / Not Available / None
Reload Prices When Editing / OFF / Permanent
Reload Avg Cost When Editing / OFF / Permanent
Use Current Date For Sales Tax / OFF / Permanent
Rev Trans - Tax On Orig Date / OFF / May be changed
Recalc Shipping When Editing / OFF / Permanent
Ignore Purge Immediately / Not Available / N/A
Manual Conversion To: (based on Transaction Type that have been Enabled)
Sales Invoice / Not available / N/A
Layaway / OFF / May be changed
Sales Order / OFF / May be changed
Quote / OFF / May be changed
On Hold / OFF / May be changed
Rental / OFF / May be changed
Gift Registry / OFF / May be changed
Special Order / OFF / May be changed
Service Order / OFF / May be changed
Recurring Charges / OFF / May be changed
Not Used / OFF / May be changed
Archives / OFF / May be changed
See:
Sales Transaction Types - Setup Screen
Configuration Manager Contents