Option

Description

Allow Batch Printing from the Sales Invoices Browse Window

Check this box (the system default) to enable batch printing from the sales invoices browse window (see Batch Printing Forms from a Browse Window). Uncheck this box to disable batch printing from the sales invoices browse window.

This module option is available only for licensed users of version 3.0 and higher.

Allow Sales Invoice Numbers to be Manually Assigned

Check this box if, when creating new sales invoice records, sales invoice numbers can be either manually entered in the Sales Invoice No. field, or can be left empty to automatically assign the next available sequential sales invoice number (see Sales Invoice - Main Area). Uncheck this box (the system default) if sales invoice numbers can only be automatically assigned.

Sales invoice numbers must always be within the number ranges assigned for the business location of the currently logged in user (see Editing Business Locations).

This module option is available only for licensed users of version 2.2 and higher.

Copy Customer Default Reference 1 to New Sales Invoices

Check this box if the default Reference 1 field from the selected customer account on a new sales invoice is to be automatically copied to the Reference 1 field on that sales invoice (see Customer - Defaults Tab, and Sales Invoice - Main Area). The field would only be copied if it is not empty. Uncheck this box (the system default) if the field is not to be copied.

This module option is available only for licensed users of version 2.6 and higher.

Copy Customer Default Reference 2 to New Sales Invoices

Check this box if the default Reference 2 field from the selected customer account on a new sales invoice is to be automatically copied to the Reference 2 field on that sales invoice (see Customer - Defaults Tab, and Sales Invoice - Main Area). The field would only be copied if it is not empty. Uncheck this box (the system default) if the field is not to be copied.

This module option is available only for licensed users of version 2.6 and higher.

Default Discount Rate for New Sales Invoices

Enter or select the default discount rate, from 0.00% to 100.00% to be assigned to the Discount field on new sales invoices (see Sales Invoice - Summary Tab). The system default discount rate is 0.00%.

Required Sales Invoice Fields

Check the box next to the name of each field which must be entered before a new or edited sales invoice record may be saved. The list of fields includes Salesperson, Date, Reference 1, Reference 2, Customer Number, Customer Name, Contact Name, Address Line 1, Address Line 2, City, Province/State, Postal/Zip Code, Country, Business Phone, Home Phone, Mobile Phone, Fax, Email, Advertising, Ship Via, and Tracking Code.

The Date, Customer Number, and Customer Name fields are always required.