Entering a Contract - Inv Card
- Invoice to Address
- Default taken from Customer
- The Customer's mailing address, as it has been entered on the 'Contact' card of the Customer record. If you need to change something for this Contract only, you can do so here. Permanent changes should be made in the Customer register.
- Zone
- Default taken from
Customer
- These radio buttons show the Zone for this Customer, brought in from the Customer record. The Account Usage S/L setting allows different defaults for the Sales Account and the VAT Account to be set up for each Zone, which will be used in any Invoices produced from this Contract. The Zone cannot be changed for an individual Contract: any changes should be made in the Customer register.
- VAT Reg.
- Default taken from
Customer
- The Customer's VAT registration number. Although not vital for the purposes of producing a Contract, it is important that the Customer's VAT Number is known if they are in the "Within EU" Zone and an Invoice is produced from the Contract as this information is then required for EU VAT reporting purposes.
- Hansa contains a feature whereby it will check that the VAT Number entered here is in the correct format for the Customer's Country. If the Customer's Country is blank, the Country from the Company Info setting will be used. If that is blank, no validation check will be made. The correct formats for each Country should be defined in the VAT Number Masks setting in the System module.
- Sort Key
- Default taken from
Customer
- This field can be used in countries where a post code, zip code or other area code appears on a separate line in an address. When printing Contract Labels, they can be chosen or sorted by Sort Key.
