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Documents (sales account)

Use the Documents tab to specify the stationery layouts that you want to use to produce statements and invoices. You can also specify how you want to price items and send invoices to the customer.

Open: Sales Ledger > Sales Accounts > Enter New Account | Documents.

Open: Sales Ledger > Sales Accounts > Amend Account Details.

• Select existing customer account reference.
• Select Documents tab.

1. Enter or amend Stationery options.

   • Statement Production.

     Select the stationery to use for your customer's statements, from the drop-down list.

   • Sales Invoice Layout.

     Select the layout you want to use for your Sales Invoices from the drop-down list.

     The options available in the list are set in the Maintain Invoice Layouts window.

   • Credit Note Layout.

     Select the layout you want to use for your credit notes from the drop-down list.

     The options available in the list are set in the Maintain Credit Note Layouts window.

2. Select Use consolidated billing to print all orders raised through the Sales Order Processing module onto a single invoice.
3. Enter or amend Pricing options.

   • Enter your Pricing options:

   • Invoice Discount.

     Enter the percentage discount or surcharge to apply to the total goods value of a sales invoice or sales order.

     If you use the Line discount then the overall Invoice discount will be additional to the Line discount.

   • Line discount.

     Enter the percentage discount to apply to each line of a sales invoice or sales order.

     Where there is more than one discount, the discounts are applied from the largest first. If you have selected Override prices and discounts on order lines in the Sales Order Processing User Permissions, you can use a Line discount set in the Sales Ledger to override any special prices that have been applied.

   • Price Band.

     Select the relevant Price band from the drop-down list.

     You can use price bands to offer different prices to different groups of customers.

     You set up your Price bands in the Price Book.

   • Discount Groups.

     Select the relevant Discount group from the drop-down list.

     This allows the customer to automatically receive discounts when they order a specific product (or group of products).

     You set up your Discount groups in the Price Book.

   • Order Value Discounts.

     Select the relevant Order value discount from the drop-down list.

     This allows you to give your customers discounts based on the amount that they order.

     You set up your Order value discounts in the Price Book.

4. Enter or amend Head Office options.

   Select the Head Office status for this customer.

   If you chose to send statements to both the head office and the branch in the Sales Ledger settings, then you must specify here whether this particular customer account operates as the head office.

   • If this customer account is the head office, select Head Office from the Head office status drop-down list.
   • If this customer account is a branch, select Branch from the Head office status drop-down list. Select the customer account that is the head office from the Associated Head Office drop-down list.
   • If this customer account not a head office or a branch, select Independent from the Head office status drop-down list.

   • If you do not want to issue statements (either to an independent company or to a head office), select Independent No Statement, or Head Office No Statement from the Head office status drop-down list.
   • Select Produce statements for customer to print statements for the branch as well as the head office.

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