Enter Invoice Types for Customers

Explanation

This activity is used to enter and view details of customer invoice types, and to link the invoice type to a series. This mandatory task is to be performed by a system administrator or equivalent person.

Customer invoice types are used for linking a special type of customer invoice, such as an interest invoice (INTRINV) to a certain invoice series, e.g., IR. An invoice series must be linked to each  invoice type.  A default set of invoice types will be created automatically depending on the template the company is created.

Prerequisites

This activity has the following prerequisites:

• The invoice series must be defined in the Invoice Series window.

System Effects

As a result of this activity:

• Customer invoice types can be distinguished from one another. 
• The invoice types will be linked to a selected invoice series.
• The series ID can be linked to a number series.
• If a Preliminary Number Series ID is defined, the series ID is replaced by the Definite Series ID.

Window

Customer Invoice Types

Related Window Descriptions

Customer Invoice Types

Procedure

To perform this activity, follow these steps:

1. Open the Customer Invoice Types window.
2. Create a new record.
3. In the Invoice Type field, enter the new invoice type ID.
4. Enter a tax free tax code for this invoice type from the List of Values in the Tax Free Tax Code field if tax is not charged for the particular invoice type.
   Note: Entered tax free tax code is used only for Customer Interest Invoices and Customer New Difference Items.
5. To require an invoice reference entry for new customer invoices of this invoice type, select the Reference Mandatory check box.
6. To specify a preliminary number series, select the ID of the preliminary number series from the List of Values in the Preliminary Number Series field or enter a new one.
7. In the Definite Number Series ID, select the number series ID that will be printed on the invoice from the List of Values. 
8. Select the Correction Invoice check box if it is necessary to make it possible to use the invoice type to create correction invoices.
9. In the Layout ID field, enter the ID.
10. In the Report Footing field, enter the text that will appear in the invoice's footer.
11. In the Maximum No of Copies field, you can enter a maximum number of invoice copies to be printed. If you leave the field empty, the number of invoice copies defined on the customer record will be used. 
12. Select the  Amount in Words check box if you want the amount to be printed in words on the invoice.
13. Select the Do Not Suggest Deductions check box if you do not want the deduction amount to be suggested at the time of creating the invoice, based on the deduction group specified for the payer.
14. Save the changes.