Entering Customer Information (6439)
When you open a new Invoice window, it's blank except for the invoice number and the current date. The invoice number is assigned automatically based on the next number listed in the Customer Preferences window.
The first information you need to enter is the customer. The customer you choose determines who will be billed and where the invoice will be sent. The customer also determines many of the financial categories used in the invoice.
You enter the customer information by choosing from the Customer Listing or by typing the customer listing. Big Business fills in the customer name, address, salesperson, ship method, and terms from the Customer Card. You can change the information that is automatically filled in. These changes apply only to this invoice; they aren't applied to the Customer Card.
Three fields are optional and need to be filled in by hand:
The Customer P.O. Number field can be used to enter an order number supplied
by the customer.
The Department field lets you keep track of which department of your business
generated the invoice.
The From Order Number field lets you specify a quote or sales order from which to
load information. See "Loading Quote or Sales Order Information," later in this section, for details.