![]() Under Classification, select a department, class, or location to associate with the invoice. For more information, see Associating Partners With Customers and Transactions. If you have enabled the Multi-Partner Management feature, you can associate partners with this transaction on the Partners subtab. The partner associated with this customer appears in the Partner field. If you use Marketing Automation, select the campaign you want to associate with this transaction’s revenue. In the Lead Source field, select the source of the lead for this invoice. For example, selecting this box on a sales order excludes the sales order and the resulting invoice from all commission calculations for all sales people. The sales effective date determines which commission plan and historical sales team this transaction applies to.Ĭheck Exclude Commissions to exclude this transaction and its subordinate transactions from inclusion in all commission calculations. You can change the sales effective date for this transaction. In the Opportunity field, select the opportunity associated with this invoice. For more information, see Associating Sales Teams with Customers and Transactions. Select the sales team for this transaction. If you use the Team Selling feature, click the Sales Team subtab. The sales rep or sales group associated with the customer on this transaction is chosen by default. If you do not use the Team Selling feature, select the sales rep or sales group in the Sales Rep field. Select the sales reps associated with this invoice.Īssociate sales reps with this transaction in one of the following ways: When you use the Search Transactions feature, you can search for specific words and phrases in the Memo field. In the Memo field, enter a memo to identify this invoice. In the PO# field, enter any customer purchase order number associated with this invoice. In the Due Date field, enter the invoice due date. If you use accounting periods, select the posting period for this invoice. In the End Date field, enter the date this invoice is no longer valid. In the Start Date field, if you use Advanced Billing, enter the creation date for the first invoice. In order to create this 6-column invoice layout, we need to adjust the existing 5-column invoice layout to leave space for the additional column.If you later edit the date on an invoice, the new date also becomes the due date, whether the due date value was previously set. Like all the other sample invoice templates here on Invoicing Templates, Sales Invoice Template with Discount Amount Column is also created from the default sales invoice template shipped with Invoice Manager for Excel. We'll publish the percentage version of this sample invoice template here on in the near future. So in this customized sample invoice template - Sales Invoice Template with Discount Amount Column, we have 6 columns on the invoice body within the printable invoice body: Product ID, Description, Quantity, Unit Price, Discount, and Line Total. What if you need to show discounts in a more detailed manner? For example, show discounts applied to each item on invoice body separately? This requires an additional column on the invoice body, as compared to the 5 columns on the default sales invoice template that shipped with the setup program of Invoice Manager for Excel. Since Invoice Manager for Excel allows to change the tax rate (in this example it becomes discount rate) on a per-invoice basis right on the bottom of the invoice form, the customer had never encountered a problem in applying discounts in this way. For example, one of our customers found a new way to use the tax cells and formulas on the default sales invoice template - by naming a tax "Discount" and assigning it a negative tax rate, one of the tax field on the bottom of invoice form efficiency becomes a discount field. There are also special ways that are not commonly appliance but do work for some business. The easiest way, however, and also a flexible way, is to add the discount as a product or service item on the invoice body but with negative price or line total. It's common practice to show discounts on invoices in many types of businesses. Sales Invoice Template with Discount Amount Column is a sample invoice template that adds a discount amount column to the default sales invoice template shipped with Invoice Manager for Excel.
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