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SmartB Invoice Form

This page demonstrates the SmartB invoice creation interface.

Invoice Form Overview

The SmartB invoice form provides a comprehensive interface for creating and managing customer invoices. Below is a screenshot of the invoice creation form:

SmartB Invoice Form

Key Features

Form Sections

The invoice form is organized into three main tabs:

  1. General - Contains core invoice information
  2. Taxes - Tax-related settings and calculations
  3. Other Info - Additional invoice details

General Tab Fields

  • Contact Information
  • Contact (dropdown selector)

  • Billing Address

  • Invoice Details

  • Date - Invoice creation date
  • Due Date - Payment due date
  • Number - Invoice number

  • Payment Terms - Payment conditions

  • Financial Settings

  • Currency (MYR in this example)
  • Tax Type (Tax Exclusive/Inclusive options)
  • Related To - Link to related documents

  • Reference number

  • Shipping Information

  • Memo field for notes
  • Shipping Terms
  • Shipping Port

Line Items Grid

The invoice supports multiple line items with the following columns:

  • Item No.
  • Product
  • Description
  • Quantity (Qty)
  • Unit of Measure (UoM)
  • Secondary Quantity (Qty2) and UoM2
  • Unit Price
  • Discount % and Amount
  • Account
  • Tax Rate
  • Net Amount
  • Weight
  • Packaging

Action Buttons

  • New - Create a new invoice
  • Print - Print the current invoice
  • Print Old - Print previous version
  • Options - Additional options menu
  • Approve - Submit for approval
  • Save - Save current changes

Invoice Status

The form shows the current status at the top (e.g., "Draft" for new invoices).