Accounts Receivable Support Document

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5. Invoice Maintenance

Table of Contents


Invoice Maintenance

The "Invoice" tab

The "Billing Codes" tab

The "Misc Fields" tab


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Click on "5. Invoice Maintenance" from the Main Menu and the following window will appear:


Invoice Maintenance

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  1. Type in the Customer ID OR Name OR click the "Find" button to select from the Lookup window OR click on "Add" to add a new Customer. When adding a new customer refer to the "File Maintenance" (under the "Customer File" section) for instructions.

The "Invoice" tab

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  1. Invoice Date: Enter the date of the invoice.
  2. Invoice Amt: Enter the amount of the invoice. You now need to click on the Billing Codes Tab and follow the instructions below.
  3. Save: Click "Save" to save changes and return to the previous screen.
  4. Cancel: Click "Cancel" to cancel and return to the previous screen.
  5. Save and Print: Click this button to Save changes and Print a report of the changes.
  6. Allow Editing of Invoice: Invoices cannot be edited unless this option is checked off.
  7. Default Code: Enter a code that you wish all new invoices to default to. This makes creating several invoices for the same code much easier.

The "Billing Codes" tab

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  1. Code: Enter the Code or use the drop down arrow and select from there. Codes are defined in the "File Maintenance - Code Maintenance" document.
  2. Description: Enter a Description of the Code. This is two lines of 40 characters.
  3. Qty: Enter the Quantity of the item.
  4. Price: Enter the Unit Price of the line item.
  5. Total: This field will automatically be filled in.
  6. Invoice Total: This field will automatically be filled in.
  7. Add: Click this button to add a new code.v
  8. Delete: Click on a line to select then click this button to delete the selected code.
  9. Save: Click "Save" to save changes and return to the previous screen.
  10. Cancel: Click "Cancel" to cancel and return to the previous screen.
  11. Save and Print: Click this button to Save changes and Print the invoice.

The "Misc Fields" tab

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  1. Misc Fields: Type in any extra information here. These fields are defined on "I. Installation."
  2. Save: Click "Save" to save changes and return to the previous screen.
  3. Cancel: Click "Cancel" to cancel and return to the previous screen.
  4. Save and Print: Click this button to Save changes and Print the invoice.


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