TBM: New Invoice

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[edit] How to create new invoice?

When you sell goods to debtors, you need to make invoices for debtors. Invoice as a primary certificate, it is very important for you to record the transaction states.

Here are Steps about how to create new invoice on TBM:

1. How to Access “Invoice ” Screen?

You can access “Invoice” screen by two ways on TBM:

Click items Sales → New → Invoice on the main menu of TBM

Press icon Sales on the left Toolbar of TBM, then press Invoice under the range Establish.

After that, system will appear “Invoice” screen.

2. Choose Debtor

To create an invoice, at first, you need to choose a debtor. You can enter the debtor number on the blank pane under option Debtor Number, then press Enter key, or you can use the Search button.

3. Set Order Number

To set an order number for new invoice, you can enter the number on the blank pane under item Order Number, and the number can be made up of figures and letters.

Tip: If you select options System Setup→ Company Options→ Invoice Option→ Check Duplicate Order Number on TBM, the system will not allow you to use a duplicate order number.

4. Set Del.Date

Del.Date here means the date when to deliver the goods, and the date format here is :Day/Month/Year.

Tip: If you select options System Setup → Company Options→ Invoice Option→Mandatory Type→Del.Date on the main menu of TBM, then you must import the deliver date when creating a new invoice. Besides, the system not allow to set a delivery date to be in the past.

5. Choose Salesperson

To choose salesperson for new invoice, you can enter the salesperson code on the blank pane under item Salesperson, or you can use the Search button. In addition, you can also disignate the salesperson for each debtor under “Debtor Control” screen.

Tip: If you select options System Setup → Company Options→ Invoice Option→Mandatory Type→Salesperson on the main menu of TBM, then when you creating a new invoice, you must import salesperson, or else you can’t go on creating the invoice.

6. Import

With the Import button on “Invoice” screen, you can import Order, Quotation or Proforma for creating a new invoice, each document can be only imported once.

7. Change Date

On “Invoice” screen, you can see the document date on top of the screen, the default date here is the right date when you create the invoice, but in case you need to change the date due to some special situations, you can press Change Date button, then enter the date you want. The date format here is : Day/Month/Year.

8. Contact Details

On “Invoice ” screen, you can see there has a Contact Details button, press this button to view debtor’s contact details, the contact details including all contact details such as: name, physical address, email address, phone number, bank information etc.

9. Modify

Press Modify button to modify the sales information such as: invoice address, delivery address, order number, salesperson, document date, stock location etc.

10. Choose Stock

To create a new invoice, you need to choose stocks. On “Invoice” screen, to choose stock, you can import the stock item number on the blank pane under option Item Number, or you can use the Search button(the magnifier icon).

11. Last 20 Sales Records

On “Invoice” screen, you can see there has a Last 20 Sales Records button, press this button to view last 20 sales records of every selling goods for one customer. The sales records including the following information: document number, date, quantity, price, grand total. In addition, on “Invoice” screen, it also display last four sales records of each goods.

12. Special Price

On “Invoice” screen, press Special Price allows you to set special price for the goods. When creating an invoice, the default price of each goods is the price you set under stock control process. If you need to sell goods with on special price, you can click button Special Price, system will appear “Special Price” screen , you can select a price level on this window, if the price you want is not been included here, you can enter the price on the blank pane after item Override Price for This Debtor/Item, then click button Accept, the price will be saved automatically.

Search — Press this button to search goods.

Tip: The special price you set here will affect the customer’s next purchase, that’s to say if the customer buy this goods next time , it will charge the special price.

13. Price Level

Press this button to view the current price level, and besides, you can change the price level with this option.

Tip: If you changed the price level here, then you keep on adding other items to the same invoice, it will sell by the price level which you have changed, but it will not affect the customer’s next purchase.

14. End Sales

On “Invoice” screen, End button helps you to end a sale. Click End button, system will appear “End Sales” screen:

Search — Press this button to search for messages what you have set for invoice, you can also import any additional messages for invoice manually on the pane under item Message, and it will appear when printing an invoice.