If the customer selected has an account linked to them within CRM, this will be automatically
loaded into the invoice screen.
The customer’s record can be updated with an account if required. The account code can be
entered into the Other Details section of the CRM record.
CRM > Enquiry - Customer Tab
Alternatively, this can be added or amended within the invoice screen by inputting the account
code into the Account Number box. After inputting a correct code, the account will be loaded
into the invoice screen, entering a partial code and pressing enter on the keyboard will
present the account search box.
Select the account by double-clicking the search result. If the account is linked to a CRM
record this will automatically be loaded into the invoice screen. The account information can
be viewed by selecting the account search icon.
Pressing ‘Accept’ will return to the invoice screen and display the available credit.
Once a sales ledger code has been added to the invoice screen, the parts prices shown could
include discounts, if the code has been added into the sales discount table parameters.