Invoices Contacts Section

Main Menu > Invoices (form view)

Contacts Information Section Explained

Customer Information

• The Customer’s Name is entered from the Data Entry screen.

Cust Note Field

• The Cust Note field displays on the Contacts screen, Work Order screen and Invoice screen but does not transfer to printed documents (e.g. “Do not accept personal check”).

Language Checkboxes

• If marked, then these boxes determine the language for printed documents for this customer. English is the default language unless French or Spanish check boxes are marked.

• Does not apply to Gift Certificates, there you may instead directly choose the preferred language of the recipient.

Phone Fields

• Phone number fields automatically populate after you enter the Customer Name on the Data Entry screen.

Tax Exempt Checkboxes

• If a customer qualifies for a tax exemption but it does not appear in the tax exemption fields, then click on the field.
  
  A dialog box appears allowing the user to enter the customer's tax exemption number.

• Customer Tax Exemptions apply to the entire Invoice.

• Customer tax exemption numbers are stored on the customer's record under the Terms tab in the Contacts file.

• If the customer has a tax exemption but is making a purchase that does not qualify for an exemption, i.e. for personal use, then click on the Not Tax Exempt checkbox and the tax is included on the Invoice.

 

 

© 2023 Adatasol, Inc.