General data in the New preliminary invoice/offer
General data is moved to the right window border. You can show or hide them by clicking the arrow shown below.
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The General panel consists of 4 parts, divided by a dotted line.
The first part contains mainly the dates of offer or invoice validity and the delivery date.
The second part has information about the customer and the recipient.
In the third part, you can enter additional data, such as the issue date and the number of the order based on which the offer or preliminary invoice was issued.
The last, fourth part, has data about the responsible person (clerk) who sold the goods or services.
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Preliminary invoice date
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Date of creating the order (the current date by default).
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Validity
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Enter a number of days or the date of order validity. The data here is linked between the two fields. If you change one value (e. g. the number of days), the other (e. g. the date) will correspondingly automatically change.
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Days for payment
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The number of days in which the invoiced order (i. e. the invoice will be issued based on the order) will be due for payment. By default, this data is applied from the Customers register and can also be changed.
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Delivery deadline
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Desired date for delivery expressed by the customer/client or set according to your capabilities. The dates here are by default also transferred into order lines. You can also change the delivery date in the order line.
If the default delivery deadline is changed in the document header after at least one order line has been entered, the program will give you an option to enter the changed delivery due date into document lines as well. The following message will pop up: Do you really want to change the delivery due date by line item?
If you confirm this choice, the delivery due date in line will be changed.
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Payment method
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States the default payment method from the Customers register. You can also change it by selecting it in the Payment methods register.
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Department
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Selecting the department enables that the issue is assigned to a certain department inside your company. If the department is already selected in the Document type settings, that data will be applied in this field.
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Customer type
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The default type of sales from the Customers register will be applied here. You can also change it.
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Recipient
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An additional subject, by default the same as the first person, because the program automatically enters data here. You can also change this field and use combinations Customer/Recipient. The address is also applied from the Subjects register.
If the recipient is not in the register, you can add it by clicking the New subject button  .
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Delivery type
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The default delivery type from the Customers register is applied here. You can also select a suitable delivery type from the register afterwards.
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Linked Doc. 1
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You can enter data for two linked documents. The most common use for them are document number and the date of demand or order.
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Document 1
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Linked document 1 number.
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Date D 1
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Linked document 1 date.
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Linked Doc. 2
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Same as for Linked Doc. 1.
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Document 2
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Linked document 2 number.
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Date D 2
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Linked document 2 date.
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Responsible person
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Depending on settings, the program applies here the user logged into the program, or the responsible person, defined in the Customers register. The responsible person can be changed.
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Clerk
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By default, this is the user logged into the program. This data cannot be changed.
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