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# Invoice (IV)

> Product Invoice (IV) In case of VAT registered company, Document IV invoice will be an automatic tax invoice document.

# Why do I need a Product Invoice (IV)?

* To confirm delivery that they have sent the correct amount and value
* To invoice and collect money from customers according to the delivery list
* Plan cash flow for sales revenue

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# Action permissions

# Create Invoice (IV)

1. Select the menu __Sales__ and __Sales__.
2. Press tab __3. Invoice__
3. Press the __Create Product Invoice/Shipping Note (IV)__ button.
4. Fill in the details completely.
5. Press __Save__.

| 💡 Nested Tip: IV can be created from tab 2. Order and sell by
1. Select the sales order (SO) to create an IV.
2. Press the action button '...' select __Create Product Invoice/Shipping Note (IV)__.


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# Edit Invoice (IV)

1. Select the menu __Sales__ and __Sales__.
2. Press tab __3. Invoice__
3. Select the product invoice (IV) that you want to edit.
4. Press the action button ' **...** ', select __edit__.
5. Edit the information as needed.
6. Press __Save__.

| 💡 Nested Tip: In case you want to edit the list of items such as prices, discounts, etc., go back and edit the Sales Order (SO) by canceling the Product Invoice (IV) first.
| 💡 Nested Tip: In the event that the Product Invoice (IV) has been drawn for a Receipt (RV), it must be canceled before the Product Invoice (IV) can be edited __except__in case of amendment. accounting Goods invoice (IV) can be edited by assigning permissions to edit accounting.


---

# Edit Accounting Invoice (IV)

1. Select the menu __Sales__ and __Sales__.
2. Press tab __3. Invoice__
3. Select the product invoice (IV) that you want to edit.
4. Press the action button ' ... ', select __edit__.
5. Edit information only related to accounting records.
6. Press __Save__.

---

# Edit customer information Invoice (IV)

1. Select the menu __Sales__ and __Sales__.
2. Press tab __3. Invoice__
3. Select the product invoice (IV) for which you want to edit the customer information.
4. Press the action button ' **...** ', select __edit__.
5. Press __ on the right side of the save button__, select __Edit Customer Data__.


---

# Update Invoice (IV) based on Sales Order.

In the event that the sales order (SO) is amended and want to add information about the Product Invoice (IV) by Sales Order (SO).

1. Select the menu __Sales__ and __Sales__.
2. Press tab __3. Invoice__
3. Select the product invoice (IV) that needs to be updated according to the sales order.
4. Press the action button ' **...** ', select __edit__.
5. Press __ to the right of the Save button__, select __Update by Sales Order__.


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# Print Invoice (IV)

1. Select the menu __Sales__ and __Sales__.
2. Press tab __3. Invoice__
3. Select the product invoice (IV) that you want to print.
4. Press the action button ' **...** ', select __type__.


---

# Print GL Invoice (IV)

Print in case you want to keep records of accounting records for documents Invoice (IV)

1. Select the menu __Sales__ and __Sales__.
2. Press tab __3. Invoice__
3. Select the product invoice (IV) that you want to print.
4. Press the action button ' **...** ', select __, type GL__.


---

# Print delivery note

1. Select the menu __Sales__ and __Sales__.
2. Press tab __3. Invoice__
3. Select the product invoice (IV) that you want to print.
4. Press the action button ' **...** ', select __Print delivery slip__.


---

# Cancel Invoice (IV)

1. Select the menu __Sales__ and __Sales__.
2. Press tab __3. Invoice__
3. Select the invoice (IV) that you want to cancel.
4. Press the action button ' **...** ', select __edit__.
5. Press __ to the right of the save button__, select __Cancel__.

| 💡 Nested Tip: In case the period has been locked The account period must be unlocked before the document can be cancelled.
| 💡 Nested Tip: In case the document is already referenced to the RV payment, the RV must be canceled before the document can be cancelled.

---

# Details in the document

## ${color}[#e45765](Header)

* ${color}[#1c5da9](Date) set default to today user can change

* ${color}[#1c5da9](Company/Branch) select the company and branch to invoice the product.

* ${color}[#1c5da9](Reference) specify SO Quote Number When input from sales order SO will be copied automatically.

|| In case the SO number cannot be found, it can be caused by many cases, for example, the SO has already been created an IV or IS / the system user does not have permission to see the SO of that party.

* ${color}[#1c5da9](Customer) customer name will be automatically copied from Sales Order (SO).

* ${color}[#1c5da9](Description) job Description will be automatically copied from the sales order (SO) user can change

* ${color}[#1c5da9](Address) address will be automatically copied from the sales order (SO).

* ${color}[#1c5da9](Salesperson) name of Salesperson It will be automatically copied from the Sales Order (SO).

* ${color}[#1c5da9](Urgent) will be copied automatically from Sales Order (SO).

* ${color}[#1c5da9](Exchange rate) show exchange rate It will be automatically copied from the Sales Order (SO).

${color}[#1c5da9](- Currency) can be selected as needed. It will be automatically copied from the Sales Order (SO).

${color}[#1c5da9](- Exchange rate) is set by Bank of Thailand default. Users of the system can modify the exchange rate as they really are.

${color}[#1c5da9](- Document currency) to specify under which currency you want to print the document.

* ${color}[#1c5da9](VAT price included) VAT price It will be automatically copied from the Sales Order (SO).

* ${color}[#1c5da9](Paid Installments) dividend payments will be automatically copied from the Sales Order (SO).


## ${color}[#e45765](Item table)

* ${color}[#1c5da9](Item) Product/Service Details It will be copied automatically from the Sales Order (SO) and cannot be edited by the user.

* ${color}[#1c5da9](Quantity) specifies the quantity/quantity of the item to be shipped.

* ${color}[#1c5da9](Units) units will be automatically copied from the sales order (SO).

* ${color}[#1c5da9](Price) unit price will be automatically copied from Sales Order (SO).

* ${color}[#1c5da9](Discount) The discount price will be automatically copied from the sales order (SO).

* ${color}[#1c5da9](GL) Chart of Accounts will be automatically copied from the Sales Order (SO).

| 💡 Nested Tip: You can edit the [Chart of Accounts Code](/en/article/goods-70prxd/) GL for sale if you want.

* ${color}[#1c5da9](VAT) VAT rate It will be automatically copied from the Sales Order (SO).

* ${color}[#1c5da9](WHT) check ✓ In case of outsourcing service due to withholding tax

* ${color}[#1c5da9](Ret.) check ✓ if the security deposit is deducted.

## ${color}[#e45765](Payment schedule)

* ${color}[#1c5da9](Payment) breakdown Details It will be automatically copied from the Sales Order (SO).

* ${color}[#1c5da9](Payment date) payment due It will be automatically copied from the Sales Order (SO).

* ${color}[#1c5da9](%) The percentage of the payment on that balance.

* ${color}[#1c5da9](Balance) Payment amount


## ${color}[#e45765](Withholding tax table)

* ${color}[#1c5da9](Type) select withholding type

* ${color}[#1c5da9](Description) Specify a description.

* ${color}[#1c5da9](Service Value) specify the service value before VAT.

* ${color}[#1c5da9](Rate) specify the rate according to the Revenue Department standard.

* ${color}[#1c5da9](WHT) value of withholding tax

* ${color}[#1c5da9](PND) select type of income tax

* ${color}[#1c5da9](Tax payer) select tax payer


| 💡 Nested Tip: This table is shown if ✓ is marked in the WHT column.


## ${color}[#e45765](Work guarantee table)

* ${color}[#1c5da9](Warranty information) specify details

* ${color}[#1c5da9](Duration) indicates the warranty period.

* ${color}[#1c5da9](Unit) select day, week, month or year.

* ${color}[#1c5da9](Since) specify the insurance start date.

* ${color}[#1c5da9](Retention Amount) will be automatically calculated as a pre-VAT x % reference as specified in the partner.

* ${color}[#1c5da9](Work Assurance Due) Repayment Date Insurance amount


| 💡 Nested Tip: This table will be shown if ✓ is checked in the Ret column. In case this column is not found, go to Edit Customer Service Assurance = Yes.


## ${color}[#e45765](VAT table)

* ${color}[#1c5da9](Tax invoice number) set default value based on document number.

* ${color}[#1c5da9](Tax invoice date) default to document number

* ${color}[#1c5da9](Tax filing month) set by the month of the tax invoice date.

* ${color}[#1c5da9](Tax value) The value of the goods/services used for tax purposes

* ${color}[#1c5da9](Rate) VAT rate

* ${color}[#1c5da9](VAT) VAT value

* ${color}[#1c5da9](Note)


## ${color}[#e45765](GL Accounting Table)

* ${color}[#1c5da9](Account code) Chart of accounts bound to product code. and selected partners

* ${color}[#1c5da9](Debit) debit balance

* ${color}[#1c5da9](Credit) credit side balance

* ${color}[#1c5da9](CC) Cost Center

* ${color}[#1c5da9](Note)


## ${color}[#e45765](End of document)

* ${color}[#1c5da9](Note [Customer]) description or additional information you would like to inform the customer. It will appear on the printed product invoice.

* ${color}[#1c5da9](Note [Internal]) description or additional information It will not appear on the printed purchase order.

* ${color}[#1c5da9](Attachment) attach relevant important documents.


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# Link
## ${color}[#e45765](Document in this step will be linked to)

* Dashboard : Cash Flow

* Trial Balance

* Sales journal

* Sales tax report

* Inventory