|
Quote details
|
|
Field
|
Description
|
|
1.
|
Date
|
The Date field displays the date of the invoice. By default this is today’s date. Click in the Date field to change the date.
|
|
2.
|
Customer
|
Choose the appropriate customer from the Customer dropdown. Choose Quick Add from the dropdown to add a new customer.
|
|
3.
|
Terms
|
Choose the appropriate terms from the Terms dropdown. Choose Quick Add from the dropdown to add a new term.
|
|
4.
|
Comment
|
Type in the Comment field to associate a comment with this invoice.
|
|
5.
|
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.
|
|
6.
|
ID
|
The ID is automatically generated by Nominal and uniquely identifies this record.
|
|
7.
|
Tax Inclusive
|
Check the Tax Inclusive checkbox if the items in this quote are taxable.
|
|
8.
|
Due Date
|
The Due Date displays the agreed upon due date as determined by the Terms. Click the Due Date dropdown to modify.
|
|
9.
|
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.
|
|
10.
|
Line Item(s)
|
The Line Item(s), or rows, display an item or service included in the quote.
Each Line Item is organised in columns and includes: Description, Account, Type, Item, Quantity, Price, Amount and Tax Code columns.
Fill out the information in each column for each Line Item.
|
|
11.
|
Tags
|
Tags can be used to categorise the quote. For example, maybe you’re working on several quotes for vendors at a festival. To organise the quotes related to the festival, you could tag them, Hot Air Balloon Festival, 2011.
|
|
12.
|
Total (ex Tax)
|
The Total (exTax) field displays the total cost of the items included on this invoice, before tax is applied.
|
|
13.
|
Tax
|
The Tax field displays the total tax calculated for the total cost of the items included on this invoice.
|
|
14.
|
Total
|
The Total field displays the total invoice amount, which is the Total (exTax) + the Tax.
|
|
15.
|
Template
|
Choose a template from the list to apply the selected template to your invoice.
|
|
16.
|
Email, Print, Word and PDF
|
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.
|
|
17.
|
Save
|
Click the Save button to save the invoice.
|
|
18.
|
Cancel
|
Click the Cancel button to close the invoice without saving.
|
|
19.
|
Shortcut
|
Click the Shortcut button to create a shortcut to this invoice.
|
|
|
