User`s guide

Appendix A - Furniture Wizard Data Elements
Invoice Data Fields
Sold By Salesperson that sold item
Delivery Date Estimated Date of Delivery
Delivery Type Truck, etc, enter your types of delivery by
double clicking
Last Name Sold To Name of the person the goods were sold to
Ship To Name of the person the goods should be
shipped to
Referred By Enter referring person – information will appear
on reports
Tax Area Select specific tax area ( a different county or
parish that has a different tax rate than your
default)
Select by Company-Last Name Select to determine whether you want to look
up customers by last name or company name
Invoice Payment Information
Use Alt Ship To Click in this box to enter an alternate shipping
address
How Paid Enter Cash, Check, Charge, etc. Double click
to add your desired selections
Date Paid Date Paid, double click to insert today’s date
Check/Card Number Check or Credit Card Number
Exp Date Expiration Date
Amt Paid Amount Paid, double click to enter total due
Authorization Enter any Authorization Code needed
Sales Rep Salesman receiving pmt
Credit Card Icon Use if processing credit card payment through
Xcharge
Printer Icon Prints receipt for payment
X icon Deletes payment
Type Enter type of invoice (for example Quote,
Rental, etc.)
Taxable Choose type of invoice (for example Resale,
Out of State, etc.)
Ref By Referred by
115