Sales

Invoices - Comment and Reference

The Comment and Reference feature on the Sales Invoices listing screen allows you to add or edit a comment and/or reference for a Sales Invoice, irrespective of the Status the Invoice appears in.

Ribbon Select Sales > Invoices

• The Sales Invoices listing screen will be displayed.

• Select the Site where the invoice has been created.
  • The example has KwaZulu-Natal selected.
• Select the row of the invoice you wish to Add or Edit a comment and/or reference.
• Click on Comment and Reference.

Short cut key: Right click on the selected row in the data grid to display the Process menu list. Click on Comment and Reference.

• The Invoice No. [ ] comment maintenance screen will display.
• The fields will populate with previously added details.

  These fields are mandatory fields on this screen and cannot be left blank.

• Reference: Make the required changes to the existing reference number.
• Comments: Type the comments for the Invoice, or make the necessary changes to the comments. The comments will appear on the Invoice.
• When finished updating the screen, click on OK to save the reference and comments to the Invoice, or
  •  Click Back to discard any changes.

• You will return to the Sales Invoices listing screen.
• The updated Reference number will display in theInvoice Description field.
  • Use the scroll bar at the bottom of the screen to view the updated Comments in the Comments column.

• Navigate to the View Customer Invoice screen to view the changes and / or additions to the Reference and Comments for the Invoice.

Related Topics

• Introduction to Invoices
• Introduction to Point of Sale (POS) Lite
• Add a Sales Invoice
• Edit a Sales Invoice
• View a Tax Invoice
• Comment and / or Reference for a Sales Invoice
• Print or Export a Sales Invoice
• Send Invoices to Print Queue
• View a list of all items that have been Issued
• Print Proforma Invoice