Enter the invoice details (sales orders)

Find this screen

Open: Sales Order Processing > Sales Orders > New Sales Order

Open: Sales Order Processing > Sales Orders > Amend Sales Order

• Select the Invoice Details tab.

1. The Invoice Address displays the customer's company address.

   • If the order is for a cash account, enter the Invoice Address details for the order.

     If the delivery address is different to the invoice address, you can enter the delivery address on the Delivery tab.

2. Enter the Early Settlement Discount if required.

   • The early settlement discount details will default to the settings from the customer's account (on the Payment tab).

   Settlement discounts and UK VAT

   VAT on an invoice is only discounted when it is paid within the settlement discount period.

   On each invoice, VAT is calculated by default on the full invoice value. If the invoice is paid within the settlement discount period, a VAT adjustment is required, to account for the discounted VAT.

   Note: In Ireland, VAT is calculated on the full value of the invoice regardless of any settlement discount.

3. Enter the Order Discount / Surcharge, if you want to apply a Discount or Surcharge, set as a percentage of the order value.

   • The order discount details will default to the Invoice discount set on the customer's account (on the Pricing tab).

   • When you save the order, the order value is checked against any applicable Invoice and order value discounts (set in the Sage 200 desktop). If the order value discount is more than the invoice discount, you can choose which one to apply.

4. Enter the VAT Details if required.

   • The VAT details will default to the settings from the customer's account (on the Trading tab).

   • You can only change the VAT details if you do not select Use invoice address on the Delivery tab.

   • Select Triangulated if the sales order represents a triangulated transaction. This makes sure that the transaction is marked with the correct indicator on the EC Sales List.