to select, the customer being invoiced. The customer description displays in the untitled field to the right.Use the this tab to enter the customer, purchase order number, invoice number, terms, due date, and invoice date. You can also select the status of the invoice in this tab.
Enter, or click to select, the customer being invoiced. The customer description displays in the untitled field to the right.
Enter, or click to select, a valid sales abbreviation. For more information on Sales Abbreviations, please see "Units."
This non-editable field displays the posting sequence number assigned to this bill.
Enter, or click to select, the terms of the invoice. The terms displayed in are initialized on the Manage Customer Terms screen. The terms that you select determine the due date of the invoice.
Enter the purchase order related to this invoice. This should be the purchase order from the customer being invoiced. This is an optional field.
The currency used for this bill displays in this field. To modify this billing currency, use the Exchange Rates subtask.
Enter the invoice date. The system date defaults into this field.
Enter the due date for this invoice. Receivables are aged based on due date. The due date defaults in based on the terms selected.
Select the status of the invoice. A status of Selected indicates that this invoice is selected for posting when invoices are posted. Unselected invoices are not posted.
Use this group box to set up tax defaults to be used on the bill. If you set up a tax code on the Manage Customers screen, it defaults into this field.
Enter the sales tax code you want to default in on invoice lines in the table window. If you enter a code in the field, a value of Y (Yes) defaults into the Taxable field. This sales tax code defaults into the Tax Code column in the table window. The rate in the sales tax table for this code defaults into the Tax Rate column. The Tax Amount is calculated based on the Tax Rate multiplied by the total unit amount less discounts.
If applicable, enter the tax exempt ID for this sales tax code.
Use the text box to enter notes about the customer or the invoice.
Use this field to attach a file to your project product bill. You can use this feature to attach a copy of this bill, the section of the contract that defines the billing requirements, documentation for the bill such as timesheets or vouchers, or other information regarding contract funding. You must attach documents before you post the bills.
Enter the location of the file that you want to attach to your bill. You can also click the Browse for file button to the right of this field to open a dialog and navigate your network to locate the file that you want to attach to your bill.
Use the Open file button to view the attached file. The system displays an error message if no document location is entered.
These fields display running invoice totals for various fields for all invoice lines.
This field displays a running invoice total of item costs for all invoice lines.
This field displays a running invoice total of discount amounts for all invoice lines.
This field displays a running invoice total of sales or value added tax amounts for all invoice lines.
This field displays a running invoice total of the other charges for all invoice lines.
This field displays the total amount of the invoice net of discounts, sales tax, and shipping charges. This amount is posted as the billed receivable and invoice amount.