Invoice Basics
Invoice Layout
Adding Line Items To Invoices Estimates and Purchase Orders
SeedCode Complete comes with the ability to generate two types of Line Items on the different entities that use them.
Stock Items
When you choose to add a new stock line item, you will be brought to the Item Selector. Like the other Selectors, you can search for an existing Stock Item, and if it;s not there you can add it as a new Stock Item (with basic information) right from the Selector.
Ad-Hoc Items
You may also want to add a non-stock item to the entity, but not have it added to the stock/items table as a permanent record. In this case you can select new ad-hoc line item and type the code and description right into the line.
Creating PDFs
SeedCode Complete's Invoice Layout has a dedicated PDF panel for creating, e-mailing PDFs as well as storing the version history if multiple PDFs are generated. The current version of the Invoice is displayed in an interactive Container which allows for native PDF controls.
Where to the Bill To and Ship To addresses come from?
These are gathered from the invoices contact as soon as the contact is selected. Each Contact can have an unlimited number of addresses but just one designated as the primary shipping and one as the primary billing (although they can be the same address). These come in as the defaults, but you can also select any of the additional addresses associated with the Contact or Company using the pop-over in Edit Mode.
You can, of course, type in addresses by hand in this same pop-over by clicking New Address: it is best to do this after you've selected the contact for the invoice. You also have the option of saving this new address back to the Contact record.
How do I change the default values like tax rate and terms?
These are set in the beginning of the script "New Invoice" and you can edit that script to change those values, even making them conditional on your own If() statements if you'd like.
When are invoices marked paid?
You can always mark an invoice "paid" by hand, but we do it automatically if you enter a payment amount that takes the balance to zero.
Tax
The tax rate can set inside the script "New Invoice": modify it there. By default no tax rate is set. Tax is applied once a rate is entered.
How do I change the default values like tax rate and terms?
These are set in the beginning of the script "New Invoice" and you can edit that script to change those values, even making them conditional on your own If() statements if you'd like.
Shipments
Multiple Shipments can be created for an Invoice we have more on that here
