Using the Debtor Invoice Line Periscope

The Debtor Invoice Line Periscope summarises transaction line information for the highlighted line in Debtor Invoice Entry window, and allows you to make changes to the transaction information and see how it affects your margin on the sale before committing to a change.

To view the Debtor Invoice Line Periscope:

1. Highlight the required transaction line.

2. Click on the ellipsis icon in the Options column. The Invoice Line Periscope window is displayed.

   

3. Use the following table to edit these fields:

   Field	Description
   Quantity	Quantity of the stock item being invoiced.
   Unit Price	Unit price of stock item.
   Discount%	Any discount that has been applied, either manually, or via price policies.
   Cost Price	Cost price of the stock item. Click the Stock Item Details button to view the stock item information, including last, average and standard costs.
   GST rate	The GST rate of the transaction line, which you can change.
   GST value	The dollar amount of GST, from the GST rate above.
   Margin	The profit margin on the invoice line. Display only.

4. To view the Stock Item Details window for the stock item, click the Show Stock Item button.

5. To view any price policies for the stock item, or debtor, click the Price Formulation button.

6. Click Save.