Chapter 9 Activities

ACTIVITY 1

1. What may appear on an invoice to indicate that delivery is not included?

A. E & OE

B. Ex works

C. 30 days net

D. Settlement discount

2. Why are sales invoices prepared in multiple copies?

(i) To update the accounting records

(ii) To file for reference in case of customer query

(iii) For record keeping purposes in the business

(iv) For sending to the customer

A. (i), (ii) and (iii)

B. (i), (iii) and (iv)

C. (ii), (iii) and (iv)

D. All the above

3. How does a customer know to which transaction a credit note relates?

A. By reference to the credit note number

B. By reference to the amount of the credit note

C. By the reason given for the issue of the credit note

D. By reference to the quoted invoice number on the credit note

4. Three office chairs costing $77 each with an agreed trade discount of 10% have been delivered to a customer. What is the total of the invoice for the three chairs?

A. $7.70

B. $69.30

C. $207.90

D. $210.00

5. A sale was made to a credit customer at a price of $500, less trade discount of 5%. The customer is expected to take advantage of the early settlement discount terms and receive 4% discount for payment within ten days. What is the total of the sales invoice?

A. $456.00

B. $475.00

C. $480.00

D. $495.00

6. A sale was made to a customer at a price of $750. The customer is entitled to 6% trade discount. Early settlement discount of 2% has been offered to the customer for payment within ten days, but the customer is not expected to take advantage of this offer. What is the total of the sales invoice?

A. $690.90

B. $705.00

C. $735.00

D. $750.00

ACTIVITY 2

Complete the following sales invoice details:

4 widgets at $100 each$400.00
1 grommit at $43 each$43.00
Sub-total$443.00
Sales tax at 20%
Amount payable

Terms: Net 30 days.

ACTIVITY 3

Given below are three customer purchase orders, an extract from the current price list and the relevant customer details. The most recent sales invoice number was 33825.

Customer details:

NameAccounting codeAddressDiscounts agreed
DU EnterprisesD46Finch EstateTrade: 5%
Settlement: Net 30 days
PJ FreemanF12New Street
Plymouth
Devon PL4 7ZU
Trade: 3% for payment within 10 days
Settlement: net 30 days
Tab DesignT0322 Fairmount Rd
Tavistock
Devon TA4 8BB
Trade: 10%
Settlement: 4% for payment within 10 days, net 30 days

Important Notes:

  • PJ Freeman is expected to take advantage of the early settlement discount offered.
  • Tab Design is not expected to take up the early settlement discount offered.
  • Today's date is 22 June 20X4.

Price list extract:

CodeDescriptionPrice $
Y29DIPlain self-seal envelopes7.99 per 500
Y29WWWhite window envelopes (A4)8.80 per 500
Y13BPEconomy manila plain (A5)6.20 per 1,000
Y14BWEconomy manila window (A5)7.50 per 1,000
Y21BPEconomy manila plain (A4)10.60 per 1,000
Y22BWEconomy manila window (A4)11.30 per 1,000
W66MSWhiteboard marker set (6)4.90
W67MSWhiteboard marker set (10)8.30
W41ODDocument wallets (paper)4.21 per 50
W420KDocument wallets (plastic)15.80 per 100
W550PDocument zipper wallets (plastic)8.60 per 10
A91FFAccordion expanding file3.40
A34SPSuspension files (paper)26.70 per 50
P52LKPersonal lockable file28.30

From the information you are required to prepare sales invoices to be sent out with the orders for these goods.

PRINTING UNLIMITED

80 New High Street, Exeter, Devon EX4 2LP

Telephone: 01233 464409

Tax Reg. No. 486 4598 220

SALES INVOICE

Invoice No: E10947

Customer: PJ Freeman

New Street

Plymouth

Devon PL4 7ZU

Customer ref: F12

Order No:

Date/Tax Point: 22 June 20X4

10,000 A5 economy manila plain envelopes _______

10,000 Window envelopes white A4 _______

Less: early settlement discount_______
Sub total_______
Sales tax at 20%_______
Invoice total_______

Terms: 3% for payment within 10 days, Net 30 days

PRINTING UNLIMITED

80 New High Street, Exeter, Devon EX4 2LP

Telephone: 01233 464409

Tax Reg. No. 486 4598 220

SALES INVOICE

Invoice No: E10948

Customer: DU Enterprises

Finch Estate

Dartmouth

EX55 9QR

Customer ref: D46

Order No:

Date/Tax Point: 22 June 20X4

200 Suspension files _______

500 Document wallets (paper) _______

400 Document wallets (plastic) _______

Total for goods before discount_______
Less: trade discount of 5%_______
Sub total_______
Sales tax at 20%_______
Invoice total_______

Terms: Net 30 days

PRINTING UNLIMITED

80 New High Street, Exeter, Devon EX4 2LP

Telephone: 01233 464409

Tax Reg. No. 486 4598 220

SALES INVOICE

Invoice No: E10949

Customer: Tab Design

22 Fairmount Road

Tavistock

Devon TA4 8BB

Customer ref: T03

Order No:

Date/Tax Point: 22 June 20X4

3 Whiteboard marker sets (10) _______

1 Personal lockable file _______

7 Accordion expanding files _______

2,000 Plain self-seal envelopes _______

Total for goods before discount_______
Less: trade discount of 10%_______
Sub total_______
Sales tax at 20%_______
Invoice total_______

Terms: 4% for payment within 10 days, Net 30 days

ACTIVITY 4

A credit note needs to be prepared for Tab Design, for sales returns. The amount of the credit note was $28.30 before sales tax at 20%. What should be the total value of the credit note?