Differences
This shows you the differences between two versions of the page.
Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:invoices:invoicescreenoverview [2016/05/09 14:15] – jen | cats:procedures:invoices:invoicescreenoverview [2018/01/09 15:09] (current) – [Unposted Invoice Screen] jen | ||
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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 number **0001246** and the date of the invoice is **June 23, 2015**. | + | - The invoice number **0001337** and the date of the invoice is **November 1, 2017**. |
- | - 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 **002203** and Sale Contract **001001**. | + | - The invoice is associated with Purchase Contract **002278** and Sale Contract **002248**. |
- The default GL number for this invoice is **40000**. | - The default GL number for this invoice is **40000**. | ||
- Some information has been copied over from the contract, including shipment terms. | - 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 **703 Bags** and **106,938.53 LBs**. | + | - The invoice is for **600 Bags** and **79,365.6 LBs**. |
- | - The total amount of the invoice is **184,468.96** 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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* GL# - change the default general ledger number for this invoice | * GL# - change the default general ledger number for this invoice | ||
* Rmrk - modify the remark field on the invoice (pull in the balance information) | * Rmrk - modify the remark field on the invoice (pull in the balance information) | ||
- | * Due - change the due date and a handful of other fields on the invoice | ||
* $ - see the payment information | * $ - see the payment information | ||
* SInv - select location screens to attach to this invoice (they will appear as invoice items) | * SInv - select location screens to attach to this invoice (they will appear as invoice items) | ||
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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>" |