Figure 3.4 — The Sales Invoice form. Drawing to be produced after the UI/UX pass: annotated capture of the invoice form naming the waybill picker, the due date, a line with its carried price, and the totals block.
- Code — the invoice number (SI-…), the reference your customer pays against.
- Sales Channel — follows the sale's origin, as on the order.
- Customer — who is being charged. In [Simple], choosing the customer sets the currency and rate exactly as on an order.
- Waybills — [Standard] the heart of the form: pick the delivered waybills this invoice charges for, and their lines arrive complete — products, quantities, the order's prices, and the order's frozen exchange rate, inherited exactly. An invoice raised from an order cannot quietly re-price the promise.
- Date — the invoice date; the receivable is dated from here.
- Due Date — when payment falls due, proposed from the customer's credit terms or payment terms and adjustable before posting.
- Currency and Exchange rate — the document's money. Raised from an order, both are the order's; raised directly, they follow the customer's currency and the stored rate for the date.
- Branch, Department, Sales rep, Territory — as on the order, carried through where tracked.
- Narrative — the invoice's own note.
The Invoice Lines mirror the order's: Product, Quantity, Unit Price (prefixed with the currency code), Ext. Amount and VAT computed per line; each line quietly keeps its link to the waybill line it came from, which is how the order's open quantities stay true. Invoice Totals — Subtotal, VAT, Invoice Total — are the amount the customer owes. In [Simple], the lines are typed directly and posting the invoice moves the stock as well as recording the debt.