Invoice type

Select the type for this invoice. You can select one from the following options:

• {Purchase credit note} - This invoice code can be used to create credit invoices on purchase invoices.
• {Purchase invoice} - This invoice is used for purchases. Enter the invoice code when creating purchase invoices in [Purchase: Processing, Purchase invoices, Purchase invoice entry].
• {Sales credit note} - This invoice code can be used to create credit invoices on sales invoices.
• {Sales invoice} - This invoice code is used for sales. Enter the invoice code when creating sales invoices in [Sales: Processes, Sales invoices, Sales invoice entry].
• {Sales project invoice} - This invoice code can only be used for invoices that are directly generated from Exact Project.

Note: Once saved, the invoice type cannot be modified.

Journal number

Select a journal for the invoice code. For example, if the invoice code is related to sales, enter a sales journal. If you want to separate the results of the journal entries, you will have to enter a different invoice code for every sales journal.

Block for manual entry

By selecting this check box, no manual entries can be made for this invoice code. However, it is possible to generate an invoice from an order for this invoice code. For better control, it might be useful to have different invoice codes for invoices that are generated from orders and invoices that are generated from Exact Project.

Invoice layout

Select a default layout for the invoice code. You can maintain layouts at [System: Applications, Form layouts].

Note: This field is enabled only if you have selected {Sales credit note}, {Sales invoice} or {Sales project invoice} in the 'Invoice type' field.

Documents tab

You can click the 'Add' button to link documents to the item or 'Delete' button to delete the documents that have been linked.

Matrix for data entry

Category code: External

Select an external category of the document to be linked to the item. You can create external categories in [System: Setup, Documents, External categories, Maintenance].

Description

Enter a description of the linked document, if required.

Path: Complete

Enter the full path or URL of the document. The path in the 'Fixed location' field on the 'General' tab in [System: Setup, Documents, External categories, Maintenance] if defined, will be filled in by default. Then you will only need to enter the remaining path.

See also:

[Sales: Master data, Reports, General, Invoice codes]