On this tab, you can enter general information about invoice: the the transaction type of the invoice, the customer, contract, customer order which is the basis for the invoice, and more data which may depend on the configuration of your system.
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The Contract field is filled automatically for the selected company with the default contract. If necessary, you can change it by selecting the contract from the Company Contracts list (to open the list, select Show all in the drop-down list).
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The Project field is available if the Project Costing functionality is turned on on the Administration > Settings > Project Costing form. You can link the invoice with a project from the list of available projects. If the items in this invoice are associated with different projects and you need to specify different projects for different items, you can move the Project field from the Main tab as a column to the table on the Inventory and Services tab. For this, use the Settings button on the toolbar (for more information, see Document Toolbar).
If the Enable Project Tasks option is selected on the Administration > Settings > Project Costing form, you can link the entire document with a specific project task or document's line items with multiple project tasks. By default, the Project Task column is available on the Inventory and Services tab. If needed, you can move it as a field to the Main tab. For this, use the Settings button on the toolbar.
The Order field is filled in automatically if the invoice is based on the customer order. You can link the invoice to a customer order manually; for this, click the arrow button in the field, then click Show all. The list of customer orders appears; only the orders for the same contract are shown in the list. If you need to copy the details from the order to this invoice, click the Fill by Order ( 
) button to the right in the field.
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| Note. If proper taxation option does not appear in the document, check that the VAT accounting functionality is turned on on the Administration > Settings > General Settings form Taxes form and that correct VAT settings are specified for the entity (see Entities). |
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The VAT field shows the total VAT amount calculated for the invoice, and the Total Due shows the document total to be paid by the customer. Note. All the amounts are shown in the document currency.
The Prepayment field shows the amount of advance payments from the customer that is applied to this invoice. To apply customer prepayments to the invoice, click 
(the Edit prepayment offset button) to the right of the Prepayment field —this opens the Offset Prepayment dialog box. For details on applying advance payments, see Offset Prepayments Offsetting Prepayments. All the amounts are shown in the document currency.
The Generate Tax Invoice button
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Use the Generate button to create a document based on this invoice:
- Tax Invoice: To inform the customer about the VAT charged on the supplies. Tax invoices must be printed and sent to customers.
- Credit Note (Goods Return): To register the goods return from the customer.
- Credit Note (Invoice Correction): To correct the invoice.
- Credit Note(Mutual Settlements Agreement): To adjust the customer receivables.
- Goods Dispatch Note: To issue the inventory from the warehouse where warehouse documents are used separately from financial documents. This type of documents is available if the Separate Inventory and Financial Documents option is selected on the Administration > Settings > Purchasing and Warehouses form.
- Payment Terms Adjustment: To adjust the payment terms, if necessary.
- Cash Receipt: To register any cash payments received from the customer.
- Bank Receipt: To register any payments received from the customer to your bank account.
- Cheque Received: To record any bank checks received from the customer.
- Money Receipt (Plan): To plan payments to be received from the customer. This type of documents is available if the Cash Flow Forecasting option is selected on the Administration > Settings > Money form.
- Proforma invoice: To inform the customer about the details of the supplies.
- Additional Expenses: To register any additional expenses related to the invoice, for instance, transportation expenses or other landing costs.
- Retention Transaction (Sales): To register the amount for retention that would serve as the warranty of work quality. This type of documents is available if the Enable Retention Sales option is selected on the Administration > Settings > General Settings form.
- Event: To schedule a meeting or a call with the customer regarding the invoice.
Use the Settings button to invoke the Document Settings dialog box that can be used to move the Project field, or the Warehouse field, or other fields from the document header (the Main tab) as columns to the table on the Inventory and Services tab or back.
The Document Settings dialog box
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