While creating a sales invoice please make it mandatory to select the name of the customer from the customer drop down list ? Because if one misses to select a customer , the invoice is treated as a cash invoice with full payment done.

It’s still nice to have the capability to create a cash invoice, for times when a quick sale is needed to a casual buyer who will not become a repeat customer. Rare in my world, but it happens occasionally and it probably happens more often in other business sectors.

Invoices without names attached are also completely ignored, for tax purposes at least. None of my tax reports were anywhere near to adding up, then I realized it was only working for named customers. Spent a little bit of yesterday putting in a few names. Actually, I cheated and created one place…

The latest version (16.4.70) makes it more obvious customer has to be selected on sales invoice. This should avoid confusion why invoices without customers don’t affect figures in inventory or in general ledger.

Could this also be extended to Supplier names on Purchase Invoices??

Yeah, I will make it work the same way on purchase invoices, credit notes and debit notes. Just want to wait a few days in case there is some fundamental issue with this change before rolling over to other parts of the system.

This implementation will take some time getting used to, since I was really used to the old way of entering a sales invoice. I was also a bit disappointed to see the qty column remain empty after I picked a sales inventory item. Beside my moaning, some remarks about this topic: When you have a cu…

[image] Hans: I expected this custom field not to show up before entering customer. Custom fields are associated with the invoice, not the customer. If you have set the custom field to show on invoices, it will, irrespective of who you select as the customer.

Hi @Tut , I understand, but that’s not what I mean. The custom field is, with this new version (16.4.74), direct visible while all other entry fields besides the top and customer are not. Below is a screenshot where Test is a custom field, usually shown at the bottom of the sales invoice form. I ho…

I understood completely, @Hans . The point is to prevent people from entering invoices without specifying a customer.

Mandatory to select customer name while creating a sales invoice

lubos April 17, 2016, 12:55am 2

I agree, the system needs to make it more obvious if customer is not selected. I have it on my to-do list.

Topic		Replies	Views
Omission of customer/supplier on invoice	8	3824	March 1, 2015
Bank / Cash Account mandatory selection no longer occurs	13	1680	October 12, 2017
Suggestion for change on entering customers	3	788	October 18, 2016
Added ability to attach customer or supplier to any tax transaction	57	5304	September 2, 2020
Can we add new customers directly from new invoice	14	2394	August 31, 2019

Mandatory to select customer name while creating a sales invoice

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