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Counter/direct invoice entry layout settings

In the entry layout for counter/direct invoices, you can specify specific settings that apply to every new counter/direct invoice that you enter using this layout.

Counter/direct invoice entry layout settings:

  1. Go to: General / Management / Entry layout.
  2. Open the entry layout for counter/direct invoices.
  3. Go to the tab: General settings.
  4. In Print invoice, specify whether you always want to immediately print the invoice after completing the counter/direct invoice.
  5. In E-mail invoice, specify whether you always want to automatically e-mail the invoice after completing the counter/direct invoice.
  6. In Save invoice to client record, specify whether or not Profit should save the counter/direct invoice in the dossier after entering it.
  7. Select the Manual packing slip number check box if you want to enter the packing slip number yourself.
  8. Select the Deviating warehouse allowed check box if you use multiple warehouses and you want to be able to deviate from the linked warehouse in the counter/direct invoice.
  9. In Continue after completion, specify whether you want to immediately post another entry or whether you want to go back to the view.
  10. In Discount/margin check, specify whether Profit should check the discount and margin when entering the counter/direct invoice.
  11. In Suppress automatic composition screen, specify whether you want to see the sub-window for assembled items or not.
  12. Click on: OK.

Directly to

  1. Configure the counter/direct invoice

Process

Entry layout

Work area

data