Sales Invoicing and Credit Preferences
Within the System Invoice and Credit Preferences, definitions can be set for Invoice and Credit Note prefixes, numbers and authorisation models.
TheSales Invoicing and Credit Preferences are maintained here.
Settings > Sales Invoicing > Sales Invoicing and Credit Preferences
The link will open the Sales Invoicing and Credit Preferences window, which will allow the creation or amendment of a Sales Invoicing and Credit Preferences.
| Invoice & Credit Note Numbering
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| Invoice Prefix |
Enter the prefix for all Invoices. |
| Next Invoice Number |
All invoices have a unique number, this will define the next number used for invoices. |
| Credit Note Prefix |
Enter the prefix for all Credit Notes. |
| Next Credit Note Number |
All credits have a unique number, this will define the next number used for Credit Notes. |
| Printed Invoices & Credit Notes
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| Prompt to Print Invoices and Credits when Issued |
Check the box for a prompt to print pop up window to appear when either Invoices or Credit Notes are issued. |
| Invoice Authorisation
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| Use Authorisation Limits for Ad-Hoc (Manual) Invoices |
Check the box to turn on authorisation limits for Ad - hoc Invoicing. |
| Use Authorisation Limits for Task Invoices |
Check the box to turn on authorisation limits for Task Invoices. |
| Use Authorisation Limits for Contract Invoices |
Check the box to turn on authorisation limits for Contract Invoices. |
| Use Authorisation Limits for Facilities Booking Invoices |
Check the box to turn on authorisation limits for Facility Booking Invoices. |
| Invoice Ranges applied to all Clients |
Check the box to turn on authorisation limits for all clients - if this box is not checked the ranges will need to be applied to individual clients. |
| Credit Note Authorisation
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| Use Authorisation Limits for Credit Notes |
Check the box to turn on authorisation limits for Credit Notes. |
| Credit Note Ranges applied to all Clients |
Check the box to turn on authorisation limits for all clients - if this box is not checked the ranges will need to be applied to individual clients. |
| Credit Note Behaviour
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| Prompt to Create new Invoice upon part Credit |
Check the box for a prompt pop up window to appear when a part credit is given. |
| Prompt to Create new Invoice upon full Credit |
Check the box for a prompt pop up window to appear when a part credit is given. |
| Hide Allocated Net and Allocated Tax fields on Credit Allocation |
Check the box to hide the allocated tax and net fields on the credit allocation window. |
Complete the fields and click Save and Close 
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Click to view - Sales Invoicing and Credit Preferences - General Tab Fields and Descriptions
