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Select one or more locations in the wiki tree where you want to place the mirrored page.
Warning: A mirrored page cannot be edited, as it only displays the content of the original page!
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General data in New invoice
On the General tab, we found all the key fields for creating and managing an invoice, including customer and recipient details, dates (invoice, delivery, VAT, due), payment method, currency, warehouse, linked documents, delivery type, department, status, responsible person, clerk, and reference information.
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Warning
When creating new invoice also item lines are added at the bottom of the General tab.
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| Customer |
Person to whom you sell goods or services. In this field, you can search the client by their tax ID number and/or name.
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Recipent
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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.
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Payment method
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Select the payment method from the drop-down menu. The Payment methods register is predefined in the database. In PANTHEON Web Light, you cannot add new or change existing payment methods. You can only add or change them with PANTHEON licenses LT, LX, SE, ME and MF.
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Status
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Select the status from the drop-down menu taken from the Statuses register.
There two predefined statuses:
- Not approved – Document has not been approved by a responsible person yet.
- Approved – Document has been approved by a responsible person. If a document is approved and you want to change data, the program issues a warning: "Document already confirmed. Continue?"
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Warehouse
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Select the warehouse from which you issue goods. The field shows the default warehouse from the Document types register.
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| Delivery date |
Date of delivery of items.
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Invoice date
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Date of issuing the invoice.
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VAT date
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VAT date. The program uses this date in the VAT records to decide which tax period the document belongs to.
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| Due date |
By default, the base for calculating the due date is the invoice issuing date. Date due is the document date + the number of days for due payment. These two pieces of data are interlinked: if you change date due, the number of days for payment will automatically change (and vice versa). |
| Reference |
If you want the customer to make a specific reference, you can manually enter a reference here. |
| Currency |
By default, the currency used is from the General settings in PANTHEON. If you selected a default currency for the selected customer in the Customers (Subjects) register, that currency will be applied.
It is necessary to select the currency before adding items into lines.
If you change the currency in the header on an already created document, the program issues an IRIS message: Change currency in document header.
The exchange rate applied here is by the Bank of Slovenia, shown on one of the entered days selected in Settings. You can also manually enter or alter the exchange rate. If you alter the exchange rate after having added items to document lines, an IRIS message pops up: Change currency in document header.
When adding from one document to another, it is necessary that an exchange rate (on 1 January) is entered at the bank defined as the Central Bank in the Administration Panel in PANTHEON.
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| Department |
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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Deliver via
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The default type of delivery is applied from the Subjects (Customers) registers. You can also select a suitable delivery from the register afterwards.
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Document 1
(e. g. Order)
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Here, you can enter data about the number and the date of a linked document. This field’s name can be changed in PANTHEON with licenses LT, LX, SE, ME and MF.
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Document 2
(e. g. Packing slip)
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Mode of entry is the same as for Linked Doc 1. This data can be used for entering the number and date of the packing slip sent to the customer. This field’s name can be changed in PANTHEON with licenses LT, LX, SE, ME and MF.
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| Sell-to |
Defines the selling condition of the customer (e.g. VAT registered).
The value is transferred from the customer data and affects tax calculation. |
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Responsible Person
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The program applies the user logged into the program, but the responsible person can also be changed. It can be for example the sales representative who made the deal, and this can be the base for tracking transactions by individual employees.
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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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| Document type |
The default delivery type from the Customers register is applied here. Only shows on saved documents.
When creating a new document last used document type is selected. |
| Note |
Window for entering a note onto the document. |
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