Accounts Receivable                     Miscellaneous Invoicing                     Invoice Form Definitions

Invoice Form Definitions (continued)

Invoice Body

The Invoice body is divided into two tabs; Items and Parts.  On the Items tab, from the drop-down list, select the desired Items and fill in the quantity and rate for the Item.  If the quantity is set to a value greater than 1, the application will automatically fill in the Amount field with the calculation of Qty x Rate.  Enter as many line items on the invoice as needed by proceeding to the next line.

There is an optional invoice item Memo field available.  This is an internal memo and will print on certain Invoice Forms.  To enter an invoice item memo, press the "..." button to the right of the Memo field to open the Invoice Item Memo form.  The User may enter up to 2,000 characters in this memo field.

On the Parts tab, the User may type in the exact part number (if known) or press the "..." button to the right of the Part field to launch the Part Search form to locate the desired part number.  Once the part is selected, the User will enter the quantity and rate for the part.  If a rate automatically fills in, the User has the option of manually changing the rate if necessary.  Continue adding more parts by advancing to the next line.

 

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