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To add order details

You can use the Order Details tab to record further information about your customer and the invoice or credit in progress. Some of the information on this tab generates automatically from the customer record, other items can be updated manually. The changes made on this tab don't update any information to the customer record.

To add order details

1. From the Invoice window > Order Details tab.

2. In the boxes provided, enter or edit the relevant details.

   Order Details

   Delivery Address	This is the address that appears at the bottom of a printed invoice or credit note. You can enter a delivery address directly by typing into the box. Sage 50 Accounts only If a default delivery address has been set for the customer, then this appears. You can store several address for your customers, which can be called on when required. To select a different address from the list or set up different addresses, click Change, select the required address and click OK.
   Tax Code	Sage 50 Accounts Plus and Accounts Professional only Displays the tax code assigned to the delivery address when the country the goods/services are to be delivered to is different to the customer's registered address. The registered address is stored on the customer's record. The tax code determines the rate of VAT the invoice or credit note attracts, based upon where the goods/services are to be delivered.
   Notes	You can enter up to three lines of text here that relate to the whole order, for example to record any special delivery requirements.
   DUNS Number	The DUNS Number - Data Universal Numbering System, is a nine digit number, used to identify a business.
   Customer Order No.	Enter your customer’s order number.
   Customer Tel. No.	Your customer’s telephone number appears automatically. You can change this if required.
   Customer Contact	The name of the person you set up as the contact on the Customer Record appears automatically, you can change this if required. If you want to record the name of another contact for this particular invoice you can enter it here.
   Order Taken By	Enter the name of the person who took the order. If you are using Access Rights to restrict access to the options in your software, your logon name appears here.
   Sales Order Status	Accounts Professional only The following details appear in the Sales Order area: Allocation - When you allocate stock to this sales order, the allocation status of the order appears here. Despatch - This shows the despatch status of the order, when you despatch the products for this order. Due - You can enter an estimated despatch date for the sales order here, if you want. This is for reporting purposes only. Use the Calendar to help you select the date you require.

3. To save the invoice or credit note for printing in a batch at a later date> Save.

   Sage Instant Accounts Plus and Sage 50 Accounts

   If your invoice and order defaults are set to create a new invoice on saving, the window clears ready for you to enter a new invoice.

   If your invoice and order defaults are set so that you can edit the saved invoice, the information remains on screen for you to edit.

4. To print the invoice or credit note straight away > Print. When you click Print, you can also choose to update the ledgers.
5. To exit the invoice or credit note window > Close.