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Invoice Fields

What every field on the invoice form means.

Most of the invoice form fills itself once you pick a customer. The table below covers what each field decides, and which of them you are ever likely to change by hand.

Fields on the New Invoice form.
FieldWhat it does
CustomerRequiredWho the invoice bills. Fills the addresses and the terms.
Invoice numberAssigned from your number series; editable where your settings allow.
Invoice dateRequiredThe date the invoice is raised. The due date counts from it.
Due dateWhen payment is expected. Filled from the customer's terms, editable per invoice.
Line itemsRequiredWhat is being billed: item, quantity, rate, tax.
The Invoice Details section of the invoice form: Invoice Number and Invoice Date are required, alongside Reference Number, Due Date, Terms of Payment set to Net 30 Days, Salesperson, Accounts Receivable and Subject.
Terms of Payment drives the due date, so changing one moves the other.

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