Working with a sales invoice

What the invoice tells you

Invoice number, Sales Person, Mechanic where the work came from the workshop, customer, date, Status, and Source — where the sale originated. Then the money: total weight, exchange rate, total cost, sub total, VAT, total and outstanding.

Total cost sitting beside the total means the margin on the invoice is visible without a report.

The lines

Barcode · Name · Weight · Price · Unit Cost · Quantity · Credited · Discount · Price Inc VAT · VAT Rate · Nett · VAT · Gross.

Credited is per line, so a partial credit is recorded against the line it relates to rather than as a lump against the invoice.

What you can do

The tabs

Products · VAT Breakdown · Attachments · Attributes · Notes · Export Properties

• Attachments — hold the customer's paperwork against the invoice
• Attributes — your own custom fields
• Export Properties — the invoice's status in your accounts package

If the invoice has already gone to your accounts package

You'll see a banner saying so, warning that changes made now will not re-sync and will need to be made in the accounts package as well. We advise reading that banner before you edit anything. Once an invoice has been exported, Turbo and your accounts package are each holding a copy, and Turbo will not go back and change theirs. Editing here without making the same change there is how the two drift apart. If the change is significant, raising a Credit and issuing a fresh invoice is usually cleaner than editing, because both systems see both documents.