Accounts Receivable                     Miscellaneous Invoicing                     Invoice Form Definitions

Invoice Form Definitions (continued)

Invoice Footer

Once all Items and/or Parts have been selected in the body of the invoice, proceed to the Footer of the invoice to fill in the required information.

Description – Select the appropriate Invoice Description from the drop-down list.  This is a required field which is a general description of the type of charges on the invoice.  The invoice description prints on most invoice forms.

Contact – A contact name may be selected from the drop-down list or type in a name.  The contact name prints as the Attention To on most invoice forms.

Memo – Additional information may be entered which will print on the customer invoice.  This field will allow the entry of up to 255 characters.

Complete – Typically this checkbox is left selected which indicates that once the Invoice is saved, it will record to the General Ledger.  If the User un-checks this option, a warning message will be displayed (as shown below) alerting the User that the invoice will not record to the General Ledger if left un-selected.  This option would only be used if you want to create a "mock" invoice; typically used when needing to present an invoice to a customer in order to collect a deposit for a new job.

FRM 4034A

Memo – This field is used to type in any additional information and will print on the customer's Invoice.

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