Nominal Accounting

Invoice details

The Customer Invoice screen has several sections and fields.  The sections and fields are outlined below.
The Date field displays the creation date of the invoice.  By default, this shows today’s date.
The ID field displays the automatically created ID for the invoice.  Nominal automatically numbers invoices sequentially, beginning at 20000.
The Comment field can be used to display any comments associated with the invoice.  To add a comment, click in the field and type your comment.
The PO/Ref# field can be used to display the purchase order or reference number (if applicable) for the invoice.  To add a purchase order or reference number, click in the field and type the purchase order or reference number.
Tax Inclusive
Check the Tax Inclusive checkbox if the items in this invoice are taxable.
Choose the appropriate customer from the Customer dropdown or chose Quick Add from the list to add a new customer.
Choose the agreed upon terms from the Terms dropdown.
Ship To
The Ship To field displays the address associated with the customer selected in the Customer field.  Verify that the information is correct.  Click in the Ship To field to edit address information for this invoice.
Due Date
The Due Date displays the agreed upon due date as determined by the Terms.  Click the Due Date dropdown to modify.
Ship Date
The Ship Date displays the date on which the customer’s shipment will ship.  Choose the appropriate ship date from the Ship Date dropdown list.
Line Items
The Line Items display the items included on the customer invoice and the associated details including:  description, account, type, item, quantity, price, amount and tax code.
The Memo field is automatically filled in and will be included in the general ledger and generally follows the following format:  Invoice:Customer Name.  This Memo field can be edited.  Click in the field and type to edit.
The Job/Project/Cost field allows you to associate different tags with this invoice to organise your data.  For example, you could create and add a Head Office Remodel tag to this invoice to group it with other invoices associated with this project.
Click the Attachment button to scan and attach an electronic version of a hardcopy document or attach an electronic version of a document to the invoice.  For example, we could attach photos to the invoice displaying the items prior to shipment.
Total (exTax), Tax, Total
The Total (exTax) field displays the total cost of the items included on this invoice, before tax is applied.
The Tax field displays the total tax calculated for the total cost of the items included on this invoice.
The Total field displays the total invoice amount, which is the Total (exTax) + the Tax.
Balance and Received
The Balance field shows the total due to the customer for this invoice, minus any received amounts.
The Received field shows any received amounts for this invoice.
Pay Method and Pay Details
Choose the appropriate Pay Method from the Pay Method dropdown.  Click the Pay Details button to enter the appropriate details (credit card number) for the selected Pay Method.
Tutorial Controls
Use the Stop, Play, Pause, Close (Current Voice Guide) and Close (ALL Voice Guides) buttons to control the tutorial associated with this screen.
Template, Print, Email, Word and PDF
Choose a template from the list to apply the selected template to your invoice.
Click the Print button to print a copy of the invoice.
Click the Email button to attach the invoice to an email.
Click the Word button to create a Word version of the invoice.
Click the PDF button to create a PDF version of the invoice.
Save, Cancel and Shortcut
Click Save to save the invoice.
Click Cancel to close the invoice without saving.
Click Shortcut to create a shortcut to this invoice.

Authored with help of DrExplain