invoice

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invoice [2026/09/28 09:37] – chillhubadmininvoice [2026/09/29 04:40] (current) – chillhubadmin
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 ++++ General: Key details such as invoice number, date and customer information | ++++ General: Key details such as invoice number, date and customer information |
 == General == == General ==
-\\ {{gallery>:invoice:invoice_2.jpg?500x0&crop=off&0}}+\\ {{gallery>:invoice:invoice_2.jpg?400x0&crop=off&0}}
   * **Status**: Shows the current status of the invoice (e.g., Draft, Issued, Cancelled)   * **Status**: Shows the current status of the invoice (e.g., Draft, Issued, Cancelled)
   * **Employee**: The name of the employee (e.g. salespersons) responsible for the invoice.   * **Employee**: The name of the employee (e.g. salespersons) responsible for the invoice.
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       * **Total Incl. Tax**: The total amount of the invoice, including tax.       * **Total Incl. Tax**: The total amount of the invoice, including tax.
       * **Total SST**: The Sales and Services Tax (SST) amount applied to the invoice.       * **Total SST**: The Sales and Services Tax (SST) amount applied to the invoice.
-  * **Item Form** \\ {{gallery>:invoice:invoice_8.jpg?500x0&crop=off&0}}+  * **Item Form** \\ {{gallery>:invoice:invoice_8.jpg?400x0&crop=off&0}}
     * **Industry**: Select the relevant industry to populate the options for Product, Product Type, and Service dropdowns     * **Industry**: Select the relevant industry to populate the options for Product, Product Type, and Service dropdowns
     * **Type**: Choose the type of item being invoiced:  **Product**, **Product Type**, **Service**, or **Custom**     * **Type**: Choose the type of item being invoiced:  **Product**, **Product Type**, **Service**, or **Custom**
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       * When a foreign currency is selected, Unit Price is shown in both local and foreign currencies.       * When a foreign currency is selected, Unit Price is shown in both local and foreign currencies.
       * Updates to Unit Price in either currency will automatically recalculate the corresponding value using the exchange rate.       * Updates to Unit Price in either currency will automatically recalculate the corresponding value using the exchange rate.
 +      * {{mdi>calculator}}: Opens the **Derive Net Price from Gross (incl. SST)** dialog. //Only shown when the item is SST taxable.//
 +        * **Gross Price (incl. SST)**: Enter the price you were quoted or charged, which already includes SST.
 +        * **Derived Net Price (excl. SST)**: The corresponding SST-excluded price, calculated automatically based on the applicable SST rate.
 +        * Click **Apply** to set this as the item's **Unit Price**. //Because the derived price is rounded to 2 decimal places, re-applying SST to it may not reverse exactly back to the gross price you entered.//
     * **Subtotal**: The total price for the item, calculated as **Qty × Unit Price**.     * **Subtotal**: The total price for the item, calculated as **Qty × Unit Price**.
       * When a foreign currency is selected, Subtotal is shown in both local and foreign currencies.       * When a foreign currency is selected, Subtotal is shown in both local and foreign currencies.
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   *  **Section Form** \\ {{gallery>:invoice:invoice_9.jpg?400x0&crop=off&0}}   *  **Section Form** \\ {{gallery>:invoice:invoice_9.jpg?400x0&crop=off&0}}
     * **Section**: The name or description of the section. (Subtotals will be calculated for each section)     * **Section**: The name or description of the section. (Subtotals will be calculated for each section)
-  *  **Discount Form** \\ {{gallery>:invoice:invoice_10.jpg?500x0&crop=off&0}}+  *  **Discount Form** \\ {{gallery>:invoice:invoice_10.jpg?400x0&crop=off&0}}
     * **Discount Description**: A brief description of the discount being applied.     * **Discount Description**: A brief description of the discount being applied.
     * **Discount Amount**: The monetary value of the discount applied to the item or invoice.     * **Discount Amount**: The monetary value of the discount applied to the item or invoice.
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       * **Adjustment Amt Incl. Tax**: The total adjustment amount, including tax.       * **Adjustment Amt Incl. Tax**: The total adjustment amount, including tax.
       * **Adjustment SST**: The Sales and Services Tax (SST) amount applied to the adjustment.       * **Adjustment SST**: The Sales and Services Tax (SST) amount applied to the adjustment.
-  * **Adjustment Form** \\ {{gallery>:invoice:invoice_12.jpg?500x0&crop=off&0}}+  * **Adjustment Form** \\ {{gallery>:invoice:invoice_12.jpg?400x0&crop=off&0}}
     * **Status**: The status of the credit or debit note (e.g., Draft, Issued, Cancelled).     * **Status**: The status of the credit or debit note (e.g., Draft, Issued, Cancelled).
     * **Credit/Debit Toggle**: Allows switching between a credit note and a debit note based on the adjustment type.     * **Credit/Debit Toggle**: Allows switching between a credit note and a debit note based on the adjustment type.
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       * **Total Paid**: The total amount that has been paid.       * **Total Paid**: The total amount that has been paid.
       * **Amount Due**: The outstanding balance that remains to be paid, calculated as **Total Billed minus Total Paid**.       * **Amount Due**: The outstanding balance that remains to be paid, calculated as **Total Billed minus Total Paid**.
-  * **Payment Form** \\ {{gallery>:invoice:invoice_13.jpg?500x0&crop=off&0}}+  * **Payment Form** \\ {{gallery>:invoice:invoice_13.jpg?400x0&crop=off&0}}
     * **Receipt No.**: The unique identifier for the payment receipt. Automatically generated by the system.     * **Receipt No.**: The unique identifier for the payment receipt. Automatically generated by the system.
     * **Method**: Select the payment method used (Cash, Bank Transfer, Credit Card, Debit Card, E-Wallet, Cheque, Others)     * **Method**: Select the payment method used (Cash, Bank Transfer, Credit Card, Debit Card, E-Wallet, Cheque, Others)
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       * **Foreign Exchange Gain/Loss Account**: The account used to record any foreign exchange gain or loss arising from differences between invoice and payment exchange rates.       * **Foreign Exchange Gain/Loss Account**: The account used to record any foreign exchange gain or loss arising from differences between invoice and payment exchange rates.
         * Only available only when a foreign currency is selected.         * Only available only when a foreign currency is selected.
-    * **Remark**: Optional field for additional notes or comments related to the payment. +    * **Remark**: Optional field for additional notes or comments related to the payment. 
 +    * Attachment: Attach transaction receipt as images or PDF files. 
 +      * **Upload Receipt**: Click Upload Receipt and select an image/pdf file. 
 +      * Alternatively, simply drag your file from your computer and drop it into the designated upload area 
 +      * Attachment Options: 
 +        * {{mdi>eye}}: Open and preview the image or PDF. 
 +        * {{mdi>delete}}: Remove the attachment.
     * **View Receipt**: View, print and share receipt document.     * **View Receipt**: View, print and share receipt document.
 ++++ ++++
  • invoice.1790588241.txt.gz
  • Last modified: 2026/09/28 09:37
  • by chillhubadmin