The Footer tab on invoices, credits, purchase orders, sales orders and quotations
Description
On this tab you can enter details of any carriage charges and settlement discounts. You can also choose to group the whole invoice, credit or order under a single global nominal code, tax, code, details and department if required.
Enter the carriage charge. TIP: v28.1 and above - You can use the Calculate net button to separate the net and VAT element from a gross figure.
Tax Code
From the drop-down list, select the tax code for carriage.
VAT
This is the amount of VAT calculated according to the rate specified in the Tax Code box. You can only amend this if you've selected the Item VAT Amendable check box in Settings > Company Preferences > VAT.
Gross
This is the gross amount of carriage to be paid.
N/C
Enter the nominal code to which the carriage value is to be posted.
If you've chosen to enter a default nominal code for carriage in Invoice & Order Defaults, Footer Defaults, the nominal code appears here. You can edit this if required.
Department
To allocate the carriage to a department, enter the department or select it from the drop-down list.
If you've chosen to enter a default department for your carriage in your Invoice & Order Defaults, Footer Defaults, the department appears here. You can edit this if required.
Consign No.
Enter the consignment number here.
Courier
If required, select the courier for the order.
Courier information can be edited in Settings > Internet Resources.
Settlement terms
Days
If required, enter the number of days during which early settlement discount applies. This box defaults to the number specified on the customer record.
Discount %
Enter the percentage of settlement discount that you have offered for this order. This box defaults to the percentage specified in the customer record.
If paid in time to qualify for the settlement discount, enter the discount in the Customer Receipt window, ensuring you select the Discount inc. VAT check box.
Amount
This is the net value of the discount given.
Total
This is the Gross amount of the order less the settlement discount amount.
Global
N/C
If you wish to group the entire net value of the invoice, credit, order or quotation to just one nominal account, enter the nominal code in this box.
When you enter a nominal code in this box, you activate the whole of the global area. This means that the invoice posts one line to the audit trail using the entries you have made in the N/C, Details, Tax Code and Dept. boxes.
Tax Code
Select the VAT code from the drop-down list to group the whole invoice, credit, order or quotation to one tax code.
Details
If the invoice, credit, order or quotation is to be grouped to one nominal code only, enter the details that you want to record against the transaction.
Department
If the invoice, credit, order or quotation is to be grouped to one nominal code only, select the required department.
If no department is specified, the audit trail updates with a department number of 0.
Tax analysis
Tax Analysis List
This shows a breakdown of the net and VAT values by tax code.
TIP: v28.1 and above - You can use the Calculate net button to separate the net and VAT element from a gross figure.