Preliminary invoice date

Date of creating the order (the current date by default).

Days for payment

The number of days in which the offer will be due for payment. By default, this data is applied from the Customers register and can also be changed.

Delivery date

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.

Payment method

States the default payment method from the Customers register. You can also change it by selecting it in the Payment methods register.

Recipient

An additional subject, by default the same as the first person, because the program automatically enters data here. 

Delivery via

The default delivery type from the Customers register is applied here. You can also select a suitable delivery type from the register afterwards.  

Order no.

You can enter data for linked order document. The most common use for them are document number and the date of demand or order. If you want that this data is obligatory, you can set this up on the Document type in PANTHEON.

Doc. 1 date

Linked document 1 date.

Document 2

Same as for Doc. 1.

Doc. 2 date

Linked document 2 date.

Responsible person

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.

Clerk

By default, this is the user logged into the program. This data cannot be changed.