Invoicing Template File Fields
Template number: The value of this field is unique to the whole file. A record with an existing code cannot be added in the Add option. These codes can be numbered automatically. Refer to Numbering.
Customer sales rep: If this field is checked, the program includes the sales rep assigned by the customer in the invoice.
Customer rate: If this field is checked, the program processes the template with the customer's rate.
Customer discounts: If this field is checked, the program includes the general product/prompt payment discounts assigned to the customer in the invoice.
The automatic description function is available for the three general description fields. Enter the three-digit code (e.g., 001) in the first three positions. The description will be automatically displayed as it appears in the file containing the automatic descriptions.
Discounts: Like orders and invoices, quotes also have three types of discounts:
- Discount per line: This is applied to each product, service or detail line. Any discount % or amount can be entered and may be different for each line. The program calculates this according to the discount base and subtracts it, putting the result in the amount field with the discount already calculated. This percentage is used as the product default.
- General discount: This is applied to all products with the General Discount field = Y, with the amount field used as the discount base (this field may include line discounts). The percentage applied is the same for all products and is put in the Product Discount field of the product. This percentage is used as the customer default, but may be changed for each order.
- Discount prompt payment: This is applied to the bases that result after applying the general discount and before calculating the taxes. The percentage applied is the same for the entire order and is placed in the Prompt Payment Discount field of the order. This percentage is used as the customer default, but may be changed for each order.