Description
An invoice is a document dispatched to your customer, detailing the quantity and cost of products or services rendered by your company during a specific visit. The invoice can be generated by either the engineer on-site or by the office team after the completion of the work.
Fields :
| Field Label | Data Type | Description |
| Invoice No | Auto Number | Unique number for invoice |
| Customer | Lookup | Required – Customer whom the invoice is raised |
| Job No | Lookup | Required. Job number for which the invoice is created |
| Contact | Lookup | Contact person from customer company |
| Copy Billing Address from Site | Checkbox | Checkbox to pull through the billing address from the customer automatically |
| Location | Lookup | Customer location |
| Status | Picklist | Required – Current status of the invoice |
| Date | Date | Date invoice raised |
| PO Number | Text | Customer PO number, if any |
| Terms | Picklist | Payment terms to collect the payment |
| Due Date | Date | Required – Invoice due date |
| Street | Text Area(255) | Customer street |
| City | Text(25) | Customer city |
| State | Text(25) | Customer state |
| Postal Code | Text(50) | Customer postal code |
| Country | Text(255) | Customer Country |
| Taxes | Formula (Currency) | Total taxes of all items |
| Grand Total | Formula (Currency) | Total without tax |
| Payment Received | Roll-Up Summary (SUM Payment) | Total paid |
| Amount Due | Formula (Currency) | Amount that is due with taxes |
| Notes | Long Text Area(32768) | Special notes to customer |