On this tab, you can specify additional terms for the invoice. There are no required fields.

The "Invoice (create)" form. The Additional Information tab

You can enter the number and date of the incoming document on which this document is based, in the In. Doc. # and From fields, respectively. If the invoice is based on a customer order or other document, the values are filled in automatically. 

In the Shipper field, you can specify the company who ships the items. If such company is not specified in the document, then the customer details will be used. The value will be used in the Packing List print form.

In the Department field, you can specify a department related to the sale. The default value can set on the Personal Settings form. To open the departments list, click the Show all hyperlink in the drop-down list.

The Responsible field displays the employee responsible for this invoice. If you have selected the default employee for your work on the Personal Settings form, this default value will appear in the field; in any case, you can select an employee from the Employees list.

Use the Consignee field to specify the recipient of the shipment.

A check box for the Use Phased Revenue Recognition option if selected indicates that the customer contract complies with IFRS 15, then the Contract Assets tab is available and provides information on the revenues recognized at previous phases of fulfilling contract liabilities. If the check box is not selected, the invoice is intended for a standard contract.

If you need to register a payment made by credit card or certificate, select the Use Payments by Credit Cards/ Certificates option; this brings up the Payments by Credit Cards/Certificates tab.

Additional Data for Print

The Bank Account field is filled automatically with your entity's default bank account. You can select another bank account if needed. This bank account will be used in the document print forms.

The Delivery Address field shows the customer company address. You can change the address, if necessary. Delivery address will be used in the document print forms.

In the Contact Person field, you can select a person who is responsible for this invoice from the customer company contacts.

In the Delivery Terms field, select the appropriate terms for delivery of the goods. The terms will be used in the document print forms.

In the Terms and Conditions text box, provide any additional terms and conditions for the printed version of the document.

Out-of-Scope Tracking

This section appears on the tab if the Tracking of Out of Scope Sales option selected on the Administration > Settings > Taxes form and if at least one of the following conditions is met:

• The Out of Scope taxation option is selected for the document on the Main tab.  Notice that Out of Scope is the default taxation option if the customer is not registered for VAT, that is, the VAT Taxpayer check box is not selected in the customer's master record on the Sales > Master Data > Companies.
• For any of the items, the Out of Scope taxation option is selected. Notice that for some items, the Out of Scope taxation option might be chosen as the VAT Rate in the item master record on the Sales > Master Data > Items.

In the Reason for Out of Scope VAT field, select a valid reason why this taxation option is applied.

In the Description of the Supply text box, provide more information about this supply.