Entering an Invoice - Header
- No.
- Paste Special
Select from another Number Series
- When creating a new Invoice, Hansa will enter the next unused number from the number sequence allocated on the 'Ser Nos' card of the user's Person record or from the Number Series - Invoices setting.
- If you have entered Language-dependent number sequences in the Number Series - Invoices setting, the Invoice Number may change when you enter a Customer Number, depending on the Language of that Customer.
- If you are using the Common Number Series option in the Cash Book Settings setting in the Cash Book module, the Invoice Number may change if you enter a Payment Mode to the Payment Terms field, or if you use a Customer with a Payment Mode in their Payment Terms field. Please refer to the description of the Payment Terms field on the 'Terms' card for full details.
- You may change the default Invoice Number, but not to one that has already been used. If you are working in a multi-user environment, the Invoice Number is assigned when the Invoice is saved.
- Customer
- Paste Special
Customer register
- Enter the Customer Number or use the 'Paste Special' function. When you press Return, the Customer's name, address and other information will be entered into the appropriate fields.
- If the Customer has been assigned a Default Item record (on the 'Pricing' card of the Customer record), all Items in that record will be added to the Invoice automatically when the Customer Number is entered. Note that these Items will not have a Quantity, so be sure to enter one before printing and approving the Invoice.
- If there is a Prepayment in the Customer's name that has not yet been allocated to an Invoice, a warning will appear when the Customer Number is entered. Prepayments are described on the here.
- Name
- The Customer Name is entered after you have entered the Customer Number.
Introduction to the Invoice Register
