Here is a list of various options and settings you can use to customize the appearance of your invoices and the actions related to invoicing in CATS.

To access the Invoice Setup area, from the File menu pick Maintenance > Setup > Invoice Setup.

Accessing the Invoice Setup Area

These settings affect the look of the invoice.

Output Settings Tab

Number of copies - Enter the default number of copies you want CATS to print. You can change this every time you print an invoice.
With detail - Enter the number of detailed copies (shows broker and provisional invoice information) you want CATS to default to when printing. You can change this every time you print an invoice.

Use pre-printed stationary with company letterhead-
Show not an invoice on unposted invoices -
Show title transfer field -
Show user ID on invoice -
Show BL date on sales invoice -
Show broker information in date box -
Show purchase number on date box -
Show delivery label in date box -
Show due date on deferred payables -
Show multiple basis on one invoice - For each invoice item, show the weight and price basis if they are different from the invoice overall basis. The alternative is to force the basis on all items to match the overall invoice basis.
Show grades with invoice detail -
Show grades in invoice note -
Support multiple currencies - Allow usage of more than one currency on an invoice.
Total units and weight on invoice - Show a total line on the invoice with total units and weight for all items.
Use absolute value for total - Always display the printed total on the invoice as a positive number.
Display for USD currency - Enter a character string to display next to amounts for USD currency amounts. Example: Entering USD here will make CATS display USD 500.

These settings affect the look of the page.

Page Format Tab Settings

Changes the text CATS uses for common phrases.

Invoice Language

These settings affect the look of the invoice.

Invoice Actions

Combine similar invoice items -
Show the fourth part of the traffic location in the invoice item note -
Move provisional balance to final -
Use default account and contract values when adding a vendor invoice -
Post invoice after printing-
Auto post commissions -
Create XML invoice after posting (in Transfer directory) -
Auto assign invoice number -
Auto assign invoice date -
Next Sales invoice -
Next Purchase invoice -
Default period for listing invoices -

Marine insurance cost code -
Warehouse insurance cost code -
Use cost codes when entering non-contract invoice items -
Get invoice item description from the cost code -

Advanced options

Advanced Tab

Allow modification of invoice type -
Allow change of price of invoice -
Allow edits on commissions -
Allow modification of GL number and cost code on items -
Allow item GL number to be different than the cost code GL number -
Allow any account on invoices -
Allow modification of date on unposted invoices -

Check traffic screen status when selecting inventory -
Check final price against contract -
Require booked purchase before booking sale -
Prevent invoices from exceeding contract amount by 0% -
Amounts on invoice items can vary from calculated price by $500 -

Liquidation mode -
Lock in terms on weight liquidation -
Post change on weight liquidation -