preferences:invoices

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preferences:invoices [2025/03/28 14:52] – [Show notes in store] Gary Willettspreferences:invoices [2026/10/09 08:59] (current) – [Allow entry of dates on invoices] Rachana Kunwar
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 When checked the tax rate can be changed when entering an invoice. Otherwise, the default tax rate is always used. (On supplier invoices the actual tax amount can be directly edited if this option is checked. This allows perfect matching of tax amounts with amounts charged by a supplier). When checked the tax rate can be changed when entering an invoice. Otherwise, the default tax rate is always used. (On supplier invoices the actual tax amount can be directly edited if this option is checked. This allows perfect matching of tax amounts with amounts charged by a supplier).
  
-=== Allow entry of dates on invoices ===+=== Allow confirm date to be edited on invoices ===
 Normally the confirm dates on invoices are read only and are filled in automatically by mSupply when the invoice is confirmed. If you need to enter your own dates, check this option and enter a number in the 'Maximum days before current date' box (you might see a default number of 30 days in here which you can change). Note that you will not be able to modify the dates on finalised invoices. Normally the confirm dates on invoices are read only and are filled in automatically by mSupply when the invoice is confirmed. If you need to enter your own dates, check this option and enter a number in the 'Maximum days before current date' box (you might see a default number of 30 days in here which you can change). Note that you will not be able to modify the dates on finalised invoices.
  
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 If checked, this option allows the user to track donated stock from source (supplier Purchase Order) to store (available for distribution in mSupply). If checked, this option allows the user to track donated stock from source (supplier Purchase Order) to store (available for distribution in mSupply).
  
 +=== Require category entry on supplier invoice ===
 +If this is checked then a category must be selected on a supplier invoice before it can be confirmed. See the [[other_stuff:transaction_categories]] page for details on setting up categories for supplier invoices and other types of transactions.
 ==== Invoices 2 tab ==== ==== Invoices 2 tab ====
 {{ :preferences:invoices2.png?600 |}} {{ :preferences:invoices2.png?600 |}}
  • Last modified: 2025/03/28 14:52
  • by Gary Willetts