Invoicing & Billing - Invoice

Additional Info

Use Additional Info to create additional column in the Invoice form if the needed column is not available in the standard Xin Invoice form. There are 2 types of Additional Info for Invoice:

  • Main Level : The additional column is added to the Invoice main information level. Example, to add a "Department" column which the Invoice belongs to, or to add a "RFQ ID" for the Invoice.
  • Item Level : The additional column is added to the item level for each item added to the Invoice. Example, to add a "Manufaturer" of the item, or to add a "Machine Code" for each item.

To Add An Additional Info On Main Level

1. On the left menu, choose Setting > System Setting > Additional Info. Choose Invoice.

2. You can add up to a maximum of 10 additional column for Invoice main level.

3. Under Main Level, choose the option Enable main level additional info 1. Select "Textbox" from Style and enter a caption for the first additional column.

Add a textbox in Invoice main form

4. Next, choose the option Enable main level additional info 2. Select "Dropdown Option" from Style and enter a caption for the second additional column. Enter the value to be selected under this dropdown option by separating the value with |.

Add a dropdown option in Invoice main form

5. Choose Save & Stay floating button.

6. On the left menu, choose Sales > Invoice. Choose New > Create New button. Scroll to the bottom of the Invoice form. "RFQ ID" and "Department" column are now available in your Invoice form.

Additional column in Invoice form

7. To display these 2 additional columns in the Invoice listing page, choose the purple gear button beside "Quick Filtering". Then on the popup Data Visibility, choose the options ("RFQ ID" and "Department"), then choose Save Changes.

Invoice listing Data Visibility

8. The newly added columns ("RFQ ID" and "Department") are now showing on the Invoice list.

Invoice listing

9. To included the newly added columns ("RFQ ID" and "Department") in the template, on the left menu, choose Setting > Template. Click here to learn how to custom made a Invoice template. Then click on the Design button from your template. Under Dictionary > Data Sources > Data > Invoice, include these 2 columns to the template:

  • Header_Additional_Info_1
  • Header_Additional_Info_2
Refer Template/Report Designer for more information about the functionalities in the designer.

Add Invoice additional info in the template

To Add An Additional Info On Item Level

1. On the left menu, choose Setting > System Setting > Additional Info. Choose Invoice.

2. You can add up to a maximum of 2 additional column for Invoice item level.

3. Under Item Level, choose the option Enable item level additional info 1. Select "Textbox" from Style and enter a caption for the first additional column.

Add a textbox in Invoice item level

4. Next, choose the option Enable item level additional info 2. Select "Dropdown Option" from Style and enter a caption for the second additional column. Enter the value to be selected under this dropdown option by separating the value with |.

Add a dropdown in Invoice item level

5. Choose Save & Stay floating button.

6. On the left menu, choose Sales > Invoice. Choose New > Create New button. Scroll to the item list in the Invoice form. "Part #" and "Country" column are now available in your Invoice item list.

Additional columns in Invoice item

7. To included the newly added columns ("Part #" and "Country") in the template, on the left menu, choose Setting > Template. Click here to learn how to custom made a Invoice template. Then click on the Design button from your template. Under Dictionary > Data Sources > Data > Invoice, include these 2 columns to the template:

  • Detail_Additional_Info_1
  • Detail_Additional_Info_2
Refer Template/Report Designer for more information about the functionalities in the designer.

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