preferences:invoices

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preferences:invoices [2023/08/14 08:12] – [Show transport details] Ujwal Khatrypreferences:invoices [2025/03/28 14:52] (current) – [Show notes in store] Gary Willetts
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   * The preferences described here (accessed through **File > Preferences...**) apply to all stores on an mSupply server.   * The preferences described here (accessed through **File > Preferences...**) apply to all stores on an mSupply server.
-  * In a [[other_stuff:remote_sync|synced system]] there will be multiple 'sync satellites' and these settings can be different on each sync satellite. +  * In a [[synchronisation:introduction|synced system]] there will be multiple 'sync satellites' and these settings can be different on each sync satellite. 
-  * There are some settings that are 'per store' - refer [[https://docs.msupply.org.nz/other_stuff:virtual_stores#the_preferences_tab|Store preferences]], and store preferences can be different for each store on an mSupply server.+  * There are some settings that are 'per store' - refer [[other_stuff:virtual_stores#the_preferences_tab|Store preferences]], and store preferences can be different for each store on an mSupply server.
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 // If you leave this box unchecked, all lines on an invoice will have to be actual stock. If you run a backorder system you must check this box.// // If you leave this box unchecked, all lines on an invoice will have to be actual stock. If you run a backorder system you must check this box.//
  
-== Show notes in store mode == +== Show notes in store == 
-If this box is checked, the window for issuing stock will be enlarged to show the area to enter abbreviations and customer directions or notes under store mode. These notes print on invoices after each invoice line.+If this box is checked, the customer invoice line edit window for issuing stock will be enlarged to show the //Notes// area to enter customer directions or notes, like this:
  
 +{{ :preferences:pasted:20250328-143948.png?550 }}
 +
 +These notes print on invoices after each invoice line.
 +
 +== Show abbreviation fields ==
 +This preference only has an effect if the //Show notes in store// preference mentioned above is turned on. When it is turned on, additional abbreviation fields are displayed with the **Notes** field to allow the user to use shortcut abbreviations, like this:
 +
 +{{ :preferences:pasted:20250328-144930.png?550 }}
 +
 +Abbreviations help fill in the notes field quickly, including with default directions or text set for the item. See the [[dispensing:abbreviations|]] page for details of how to set them up.
 +
 +When the item is selected on this window, the abbreviations avsilable are populated in the drop down list and the item's default dorections (if set) are selected by default.
 == Activate customer receipts module == == Activate customer receipts module ==
 Check this box if you want // mSupply// to record the outstanding amount to be paid on each customer invoice. If this system is not activated, customer invoices will display a zero amount outstanding. Please note that if the **Receive payments from prescription window** preference is turned on (see [[preferences:general#payments_section|General preferences, Dispensary mode tab]] and you want to trun this preference off, you will be asked if it is OK to turn off the **Receive payments from prescription window** preference too - that preference requires that the customer receipts module is turned on. Check this box if you want // mSupply// to record the outstanding amount to be paid on each customer invoice. If this system is not activated, customer invoices will display a zero amount outstanding. Please note that if the **Receive payments from prescription window** preference is turned on (see [[preferences:general#payments_section|General preferences, Dispensary mode tab]] and you want to trun this preference off, you will be asked if it is OK to turn off the **Receive payments from prescription window** preference too - that preference requires that the customer receipts module is turned on.
  • Last modified: 2023/08/14 08:12
  • by Ujwal Khatry