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cats:procedures:invoices:invoicescreenoverview [2015/06/29 16:19] – amanda | cats:procedures:invoices:invoicescreenoverview [2018/01/09 15:08] – [Unposted Invoice Screen] jen | ||
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=====An Overview of the Invoice Screen===== | =====An Overview of the Invoice Screen===== | ||
- | + | {{entry> | |
The invoice screen represents a single invoice in the system. For purchases, the invoice should reflect the invoice you receive from your supplier. For sales, the invoice is the document that you will send to your customer. | The invoice screen represents a single invoice in the system. For purchases, the invoice should reflect the invoice you receive from your supplier. For sales, the invoice is the document that you will send to your customer. | ||
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Before you can post an invoice, it must first be printed and reviewed. | Before you can post an invoice, it must first be printed and reviewed. | ||
- | [{{: | + | [{{: |
Information on the above Invoice Screen: | Information on the above Invoice Screen: | ||
- | - The invoice | + | - The invoice |
- | - The type of invoice is " | + | - The type of invoice is '' |
- | - The invoice is posted | + | - The invoice is **Pending** |
- | - The invoice is associated with Purchase Contract | + | - The invoice is associated with Purchase Contract |
- | - The default GL number for this invoice is 50000 | + | - The default GL number for this invoice is **40000**. |
- | - Some information has been copied over from the contract | + | - Some information has been copied over from the contract, including shipment terms. |
- The invoice has a single invoice item. | - The invoice has a single invoice item. | ||
- | - The invoice is for 2,000 Bags and 304,234.8 LBs. | + | - The invoice is for **600 Bags** and **79,365.6 LBs**. |
- | - The total amount of the invoice is $638,893 USD. | + | - The total amount of the invoice is **123,016.68** USD. |
+ | - The proforma percent is **98%**. | ||
+ | - The proforma amount is **120, | ||
====Posted Invoice Screen Menu==== | ====Posted Invoice Screen Menu==== | ||
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====Unposted Invoice Screen==== | ====Unposted Invoice Screen==== | ||
The unposted invoice has additional options related to editing or altering the invoice. | The unposted invoice has additional options related to editing or altering the invoice. | ||
- | [{{: | + | [{{: |
* Edit - edit the fields of the invoice | * Edit - edit the fields of the invoice | ||
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* HW - toggle the invoice status between "On Hold" or " | * HW - toggle the invoice status between "On Hold" or " | ||
* Del - delete the invoice | * Del - delete the invoice | ||
- | {{tag> | + | {{tag>" |