Accounts Receivable Invoicing Invoice Form Definition
Invoice – Form Definitions (continued)
Invoice Header Information (continued)
Invoice Date – The invoice date will default to the date on which the invoice is being created, however this date may be changed to any date that is in an open accounting period.
Aging Date – The aging date will default to the date calculated by the rules associated with the Term Code for the invoice, however this date may be overridden by the User.
Branch – The branch will automatically default to the branch associated with the site.
PO Number - If your customer has provided a purchase order number for billing, the User may enter that value in this field. Customer Purchase Order numbers print on most invoice forms.
Warehouse - A warehouse only needs to be selected when invoicing for inventory parts. If a warehouse is not selected, the parts tab will not be available to use.
Term – The invoice term code will default from the customer setup, however the User may override this if necessary.
Invoice Type - Miscellaneous is the default for this field. For invoices that are for recurring services or service ticket charges, select either Cycle Bill or Service as the Invoice Type. If the Invoice Type of Service is selected, the field below the Term field will display with a label Ticket #.
Ticket# - If the Invoice Type of Service was selected The User will select a Service Ticket Number from the drop-down list in this field. Only Service Ticket Numbers that have been closed and were never invoiced will appear in the drop-down list.
Salesperson – Once the customer has been selected, this field will automatically default to the Salesperson assigned to the Customer. This field may be overridden if necessary.
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