In Winner, the Invoice details window shows the specifics of an individual invoice found in the Invoices and payments window. For more information, see Invoices and payments.
To access the invoice details window:
With the alternative open, on the menu bar, click Alteranative > Invoices and payments.
In the Invoices and payments window double click the invoice whose details you wish to see. This opens the Invoice details window.
Invoice details
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Invoice
Here users will find general information about the selected invoice, for example, customer number, invoice number, and users can enter or change the due date of the invoice, provided if it has not yet been printed or sent to the customer.
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More options icon (Customer information)
Clicking this button opens the Properties of customer window, where users can view customer details.
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Due date
Due date for the invoice. If the user has selected Partial payment, Prepayment, Financing or a manually created payment type, the user must enter the due date for the invoice in this field.
Note: This field will be locked when the invoice is printed.
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Amounts
Here users will find information about the amount of the selected invoice and total outstanding. If the user clicks the More options icon, next to the invoice amount, the VAT amount specification window will open. Here users can view the amount of the actual VAT group(s) used in the quotation.
Note: The fields here are only for information and cannot be changed in this window.
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Overview of the invoice
This table contains an overview of all payments, reminders and credit notes that are connected to the invoice.
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Export history
Shows actions such as when the invoice was printed.
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Payment reminders
Shows actions such as when payment reminders were sent.
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Invoice
Using this drop-down menu you can choose from the following actions:
- Print invoice
- ASCII export
- Print proforma
- Print reminder
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Payments
First select the payment listed in the table then using this drop-down menu you can choose from the following actions:
- Insert new payment
- Revert selected payment
- Registration by = view who registered the payment.
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Credit notes
Using this drop-down menu you can choose from the following actions:
- Insert cash discount
- New credit note
- 100% credit note
- Credit notes summary
- Print credit note
- ASCII export
- Credit note details
For more information, see How to create a credit note.
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Receipt
Click to print a receipt for a cash sale.
Related articles
Registering payments and creating/printing a receipt
How to change the default payment calendar for new projects