Invoice Settings

Yes/On

No/Off

Customer and Shipping tab

Sales Rep

Defaults to the Sales Representative on the customer account
(if one has been selected)

Offer EPD on this invoice
(I1)

(overrides user, location, and company level defaults)

The specified early payment discounts are automatically offered on the invoice.

An early payment discount is not automatically offered on the invoice.

Apply Credit Behaviour: If customer already has unapplied credits, apply those to this invoice automatically
(I2)

(overrides user, location, and company level defaults)

Unapplied credits are automatically applied to the invoice.

Unapplied credits must be manually applied to the invoice.

Apply Credit Behaviour: Apply credits on this invoice to this invoice first
(I3)

(overrides user, location, and company level defaults)

Unapplied credits created by the invoice are automatically applied to the invoice itself before other invoices and/or interest items.

Unapplied credits created by the invoice must be manually applied.

Apply remaining credits to outstanding items:
(I4)

Auto apply to oldest items first

(overrides user, location, and company level defaults)

Unapplied credits are automatically applied to the oldest outstanding items.

N/A

Auto apply to most recent items first

(overrides user, location, and company level defaults)

Unapplied credits are automatically applied to the most recent outstanding items.

N/A

Manually apply credits after invoice is saved

(overrides user, location, and company level defaults)

When the invoice, which has generated credit, is saved, the Apply Credits window automatically opens. You must apply credits manually.

N/A

Leave all credits as unapplied

(overrides user, location, and company level defaults)

You must manually apply any unapplied credits.

N/A