Add goods and services to the pro forma invoice (free text items)
Free text items are items that have not been defined in the stock control module or as sales order items. You can use free text items for anything that requires a value on an order.
To add free text items
Open: Sales Order Processing > Pro Forma Invoices > Enter New Pro Forma | Pro forma details.
- Click Add items.
- Select Free text item.
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Enter the line details.
Item line description Enter descriptive text for the line. Quantity Enter the quantity for the order. Selling price unit Specify the selling price unit. Unit price
Enter the unit price for the line (greater than or equal to zero).
Unit cost Enter the unit cost (in the currency of the order). This is used to calculate the profit level for the item. Unit discount %
Unit discount £
If required, enter or amend the discount percentage or discount amount.
You can specify a line discount in the customer account Documents tab.
Note: To change a discount, you must have selected Override prices and discounts in the user permissions.
VAT rate Accept or amend the displayed VAT rate. Choose when invoices for pro formas containing free text lines are printed.
Select from the Confirmation required prior to invoicing drop-down list.
You must have selected Override Confirmation method in the User permissions.
The default confirmation method is set in the SOP settings Processing tab.
Delivery dates Accept or amend requested and promised delivery dates.
The dates will default to the dates you have set for the pro forma on the Pro Forma Details tab, but the dates can be changed for each item.
Note: If you need to change the delivery dates for all existing items in the pro forma, change the requested and promised dates on the Pro Forma Details tab.
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If required, enter Document Comments.
Picking List
Click this to enter comments to print on the picking list.
Despatch Note
Click this to enter comments to print on your despatch note.
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If required, enter Nominal code.
Revenue
This shows the default nominal account for revenue.
This is used to post the value of the stock. The nominal account is taken from the stock item record.
If you have selected to Allow the amendment of - Nominal codes in the Invoice and Order Entry tab of SOP Settings, then check the nominal account displayed. Amend the code, if required.
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If required, click Discounts, Analysis Codes or Profit.
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Click Save to add the item to the pro forma.
Other tasks
Add goods and services to the pro forma invoice (standard items)
Add an additional charge to the pro forma invoice
Add a comment to the pro forma invoice
Reference
Invoice and order user permissions
Invoice and order entry (SOP settings / Invoice and order settings)
Processing options (SOP settings / Invoice and order settings)