The following information is required for the invoice to be printed.
Posting date: The date on which the financial postings will take place.
Document date: The Date of the printed document.
SL Account: Enter the Sale ledger account being invoiced to.
Registration Date: Enter the date of registration for the vehicle being invoiced.
Tip: Whenever you see a
for a date field by entering "T" in the field todays date will be populated.
Finance SL account: Required if invoicing to a finance company.
Sales order reference: This filed is populated by the customer name but can be changed, once this is saved it will write back to the Sales Ledger and well be displayed during cash posting.
Chassis number: Defaulted from the CRM vehicle details.
Registration number: Vehicle registration number will be populated from the CRM vehicle record at consignment or adoption stage but can be changed here.
This part of the screen will show any Trade-in attached up to a maximum of three.
PL account: Defaulted in from System Parameters as the vehicle suppliers account.
Purchase order reference: Entered at the point of creating the Trade-in.
Registration number: Defaults from the creation of the Trade-in Trade-in details previously entered.
Chassis number: Defaults from the creation of the Trade-in Trade-in details previously entered.
The production of the invoice will generate Nominal Ledger postings as defined in the Nominal posting table in Miscellaneous Options, Sales Ledger postings for the deposit and the amounts due from the finance company or and customer and Purchase ledger posting for and Trade-in entered..
