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cats:procedures:invoices:statementoneinvoice [2016/08/09 14:43] – jen | cats:procedures:invoices:statementoneinvoice [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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- | =====One Invoice Statement==== | + | ======One Invoice Statement===== |
{{entry> | {{entry> | ||
+ | |||
+ | ====Accessing and Printing One Invoice Statement==== | ||
There are two ways to access one invoice statement. Go to **Invoicing > Statement for One Invoice**.\\ | There are two ways to access one invoice statement. Go to **Invoicing > Statement for One Invoice**.\\ | ||
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[{{: | [{{: | ||
- | Select the invoice you want and press **Continue**.\\ | + | Select the invoice you want and press **Continue**. You can also search for the invoice by:\\ |
+ | **Type** (All, Sale, Purchase or Vendor), **Invoice Number, Account, Date After or Ref Number**.\\ | ||
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- | [{{: | + | ====Reading the Invoice Statement==== |
+ | |||
+ | The invoice statement has the following information as read from the screen, left to right.\\ | ||
+ | Transaction # - This number is assigned by CATS.\\ | ||
+ | Transaction Date - Date of the invoice or receipt.\\ | ||
+ | Due Date - Date it is due.\\ | ||
+ | G/L # \\ | ||
+ | Tran Type - Invoice or receipt. See [[cats: | ||
+ | Invoice Number \\ | ||
+ | ProvInv Check # \\ | ||
+ | Currency Amount \\ | ||
+ | Currency Balance \\ | ||
+ | |||
+ | This is a simple invoice.\\ | ||
+ | Line 1 is the invoice record.\\ | ||
+ | Line 2 is the receipt.\\ | ||
+ | |||
+ | [{{: | ||
+ | |||
+ | This in a more complex invoice.\\ | ||
+ | Line 1 is the invoice record.\\ | ||
+ | Line 2 is the final.\\ | ||
+ | Lines 3 & 4 are the internal CATS transactions to move the balance to final.\\ | ||
+ | |||
+ | [{{: | ||
- | {{tag> | + | Here is the same invoice statement (as above), with an added Line 5 - receipt.\\ |
+ | [{{: | ||
+ | {{tag>" | ||