General Invoice Edit Screen
This screen is accessed from the Interactive Invoice List. (General Invoice page.)
The purpose of this screen is to create/edit and print a general invoice.
How to Use
An invoice may be updated and printed many times. If you are sending the invoice to a customer multiple times, you may wish to use the Suffix field to control the version of the invoice. This field is 5 characters and may be alpha and/or numeric. It may include special characters.
Specify the Customer in the Customer panel. This panel works exactly like the Chain and Store boxes on fuel entries. When you select the customer, it will show you the payment terms that have been set up for the customer. To use it on the invoice, click the Use Terms >> button. If you specified that the customer has a limit on outstanding invoices, then the customer's Invoice Limit field will turn red if that limit is exceeded.
You may tie the invoice to a truck via the Truck button. However, this is not required.
If you are charging sales tax on the invoice, then use the Tax I.D. and Tax Rate fields. These fields will automatically be filled in for you from the Company screen when you add a new invoice.
The Payment Terms and Reference/PO fields are optional fields.
The Remit To fields are used to specify the remit to name and address information. Thre are buttons to clear these fields and to set them. You may also type directly into the fields.
When your invoice has been paid in full, it is imperative that you check the Paid In Full box. This is the only way to tell the program that the invoice has been satisfied, even though there may be a balance.
Detail items display in the grid on the screen. To the right of the grid, you will find the buttons that will add , edit , delete , and move entries up and down in the grid. As items are added, edited and deleted, the overall invoice calculations will be performed for you. Detail items are edited on the General Invoice Detail Edit screen. (Note: One blank detail line is created for you when you add the new invoice. You may edit this line and use it. One line of detail must always be present, so you may delete this only if more details lines exist.)
Use the Add Payment Entry button to post a payment for this invoice. This will make an entry in the income grid for "Invoice Payment" and the customer's name. The outstanding amount will be filled in for you as well. (Please post invoice payments from this screen as it assigns the invoice number to the income entry....allowing the payment to be reflected on the invoice.)
The invoice may be printed using the reporting buttons at the bottom of the screen. will view the invoice, will print the invoice, and will email the invoice. Overall invoice defaults are entered on the Company screen.
Press Save & Exit to save your changes and return to the Interactive Invoice List.