Invoice forms can be exported from your database or import into your database from other sources. Inter-Company Billing – This type is identical to the Normal type, except that the invoice is categorized as an Iinter-Company Billing invoice on the Sales Summary Report.They will appear on the Sales Summary Report in their own category. They will also change the price of all parts and billing codes added to the invoice to zero. Call Back – Similar to the No Charge type, Call Backs appear on the Sales Invoicing screen.Invoices using this form type will be categorized as a no charge invoice on the Sales Summary Report, allowing you to track the cost of no charge invoices separately. After it has been applied to an invoice all parts and billing codes added to the invoice will automatically have a zero price. No Charge – These form types only appear on the Sales Invoicing screen.Credit POS – This form type is the same as the credit memo except it is used to credit a point-of-sale invoice.When using this form type the total amount of the credit memo must be less than zero. Credit Memo – This form type only appears on the Credit Memo screen.It does not affect sales reports or your financial statements in anyway. Quote – This form type only appears on the Quote screen.
If Cash customer is used the invoice must be paid in full using the Tender button before saving. When used on the Sales Invoicing screen the Cash customer will automatically be assigned to the invoice to speed up entry. These types of forms only appear on the Sales Invoicing screen. The total amount of the invoice must be equal to or greater than zero to use this form. The following is a list of invoice types and how they affect the system: The invoice type determines which sales screen the form will appear on and may control the way ESC works when the form is chosen. If you set a form as a packing list, then you can have it printed each time an invoice is printed. ESC also allows you to print Packing Lists to include with shipped items.If you no longer want this form in use, you'll click the Invoice form is inactive box.If you want your final amount to be labelled something other than "Total", you can enter that label in the Text for displaying Total on the invoice field.Terms and conditions or additional information for your customers can be entered into the Memo field, which will then print in the body of the form, between the last line item and the total.The Invoice Type determines how this form behaves and in which screens it will appear.You can also customize the way your forms print by heading to the Invoice Forms screen and clicking on the Properties button. See our guide on the Layout Designer for more information. The Layout Designer will allow you to add or remove fields, logos and labels, as well as rearrange the layout of the information. In the Invoice Forms screen, you may highlight any form in the list and then click the Design button to access the Layout Designer for that form. The same goes for your Credit Memo type forms as well. The top-most Quote type form will be the default form for all new quotes. The top-most Normal type invoice form will be the default form for all new invoices.
In the Invoice Forms screen, you'll have a full list of all available forms. This screen is also available if you click on the Form link at the top of the Invoicing, Quotes or Credit Memo screens. You can access all Invoicing forms (including Quotes and Credit Memos) by going to File → Print Options → Forms → Invoice Forms: Customize. Customizing your forms in ESC will give them that extra personal touch that consumers love to see. This is handled - in large part - by the invoices and quotes your provide them. An important aspect of your business is how you present yourself to your customers.