Navigation:  Invoicing > Stock Invoicing > Adding Stock to Invoices

 

All stock should be issued through ‘Stock> A. Issue Stock’ not entered directly onto invoices.

 

Each Client can have Stock sent to either One Off invoices or to an invoice within the Cycle.  If you chose to post the stock to an invoice within the cycle, you then have the choice of posting the stock to the Main or a Supplementary invoice, as set on the ‘Client> Invoice Set-Up’ tab.

 

By default stock is added to the invoice with the standard description. You can add Delivery Date, Docket No. and Client Reference (could be the PO number).  These details are entered when the stock is issued.  To add these go to ‘Setups> 12. Invoice Cycles.’ and tick the required boxes for each cycle.  Whichever option you choose will be displayed for each item. It is NOT possible to have a different option for each item.  The example below is to show the way each option is displayed.

 

 

 

 

How the additions will look:

         

 

The text line is 45 characters.  If you use any of the above options, the number of characters used to display them will be deducted from 45 and the basic description may be truncated.