Tab

Feature

Default title

Content of this feature

(Source/Comment)

Header

Default Title

Invoice

Can change title on invoice

Date

DATE

Date field, can only contain date

Invoice Number

INVOICE NO.

Has automatic number incrementing

Bill To

BILL TO

( Bill To in customer record)

Ship To

SHIP TO

( Ship To in customer record)

Fields

P. O. Number

P. O. NO

Text field, 11 characters

Terms

TERMS

Select from List of Terms

Due Date

DUE DATE

Date Field, can only contain date (Default offset in customer record)

REP

REP

Initials (From employee record)

Ship Date

SHIP DATE

Date field (default: invoice date)

Ship Via

SHIP VIA

Text Field (from list)

FOB

FOB

Text field, free

Project

PROJECT

Job portion of Customer:Job (Displayed above invoice; may be set up for printing.)

Other

Text Field

Custom Fields

(as defined, Customer custom fields)

Text field, 30 characters

Columns

Service Date

SERVICED

Date Field

Item

ITEM

Item Name (must be displayed)

Description

DESCRIPTION

Descriptive text (From Description field of item; may be edited.)

Quantity

QTY

Number (at unit price)

Rate

RATE

Number (unit price)

Amount

AMOUNT

Number (Rate times unit price)

Class

CLASS

Class

Custom Fields

(as defined; item custom fields)

Text, 30 characters

Footer

Message

Customer Message

Text (From list)

Total

TOTAL

Number (total of item amounts plus sales tax.)