====== Transaction Invoice Review of Invoice Features ======

  Office Toolbar - Inventory - New Transaction: 
  Office Toolbar - Transaction History - Double click the Order
  Office Toolbar - Order Search

The Invoice form manages all kinds of transactions. The first section here outlines the toolbar of the Invoice form.

{{:office:transaction_management:invoicetoolbar.jpg|}}

===== Invoice Toolbar: =====

^New||
|New -| Adds new items|
|Inventory Items||
|File From Template||
|Open Templates folder ||
|New Template|Word Templates|
|Save |Saves changes| 
|Print |Preview as Quote, Invoice, Packing Slip| 
|Packing Slips| include Barcodes in Barcode format of items.|  
|Email|Emails Invoice, Quote, or Packing slip through Outlook.|
|Export to Excel| Exports transaction details to excel.|
|Que Barcode Labels| Prints out Barcode labels for all items in order, by number of item quantity.
|Import From File|Imports standardized Excel Import file.|

^Edit||
|Active Order| - Active orders are order that are worked on, and in the POS they are orders that will not be cleared out of the daily transaction log.|
|Copy Details | This will copy the transaction items from the current order into a new order.|
|Mark All Items As On Order | This will mark items on order for inventory tracking.|
|Add Payment | Makes payment for order.|
|Receive Rentals | Marks all items in order, that are rentals, as back in stock. |
|Receive Order |Receives all items into inventory.|
|Apply Tax | Applies tax to all items that are marked as taxable, and have a tax lookup.|
|Remove Tax | Removes tax from all items.|
|Close Order | Marks items as received and places completion date on order.|
|Generate Re-Order List|Generates a list of items to be reordered when there is a vendor. If there is no vendor selected a list of items with no vendor will be displayed.|

{{:office:transaction_management:invoice.jpg|}}
^Fields||
|Supplier:| Select a supplier from the list, pressing the button displays a searchable supplier list.|
|Customer:| The customer buttons displays a searchable customer list to assign a customer to the order (if this is a purchase order from a vendor, use the company contact (if there is no company contact, create a new contact with a contact type of company).|
|Rate:| The tax rate assigned by the select of the transaction type.|
|Use Column:| Selects what column of pricing to pull from for the items purchased on this order.|
|PO #:| Designated number of vendor purchase, or company assigned order number. |
|Shipping#| The tracking number for this order.|
|Quote#| The quote number for this order, if different then the PO|
|Stockidentifier:| The inventory number for this order if it's assigned to inventory.|
|Driver:| The driver: This is used for dispatching with taxi, pizza and delivery services.|
|Sales Rep:| Sales rep is the employee processing this order. |
|Type:| The transaction type of this order.|
|Schedule:| The scheduled date of this order, this is used for events such as catering.|
|Order Date:| The date and time the order is placed.|
|Ship Date:| The shipping time and date of the order.|
|Completion Date:| The time that the order was paid for.|
|Serial #| is the Serial Number for this order. Serial Numbers for Items are in the item list.|

===== Transaction Details =====

There is more to the invoice. Please review the [[Transaction Details]]