Differences

This shows you the differences between two versions of the page.

--- cats:procedures:invoices:inventoryinvoices [2019/03/12 14:59] – [Selecting Inventory to Create Items] jen
+++ cats:procedures:invoices:inventoryinvoices [2023/05/12 19:49] (current) – [Invoice Subtotal Options] wiki_admin
@@ Line 5: / Line 5: @@
 ====Quick Inventory Invoice Procedure====
-  - Go to **Invoicing > Invoice Preparation > Purchase (or Sale) > Add**.
+  - Go to **File > Invoicing > Invoice Preparation > Add > Purchase (or Sale)** OR **Invoicing > Add Invoice > Add Purchase / Add Sale / Add Vendor**.
   - Select a type of invoice (AP and SF are final types) and pick **Apply**.
   - Enter the base **Contract Number**, **Invoice Date**, and **Invoice Account**. You may be able to enter the **Invoice Number** as well. Click **Apply**.
@@ Line 110: / Line 110: @@
 From the invoice screen, select **Item > Add Invoice Item**.
+====Adding Invoice Subtotals====
+You can create separate sub-totals for your invoice items listing. Subtotals are special items that print out the subtotal for a selection of items. The order used when creating the items and subtotal lines determines which items show up in which section.
+<note>NEW FEATURE: The invoice subtotals feature is new in CATS version 2408</note>
+From the invoice screen, select **Item > Add subtotal**
+====Invoice Subtotal Options====
+Subtotal lines can have individual settings to control which fields are totaled and how the subtotals are calculated.
+  * **Print if empty.** If enabled, this subtotal will display on the printed invoice even if it doesn't have any items within it.
+  * **Nested subtotal.** If enabled, this subtotal line will be nested inside a parent subtotal.
+  * **Running totals.** If enabled, the subtotals will resume after this entry rather than resetting to 0.
 ====Multi-Contract Invoices====
 You can select inventory to include on this invoice for more than one contract, as long as the contract has the same account code. From the **Sinv** scan, pick **Tools > Select contract to view**.
 [{{:cats:procedures:invoices:invoice_toolsselectcontract.png|Choose Tools and Select Contract to view.}}]
-CATS will call up a chooser of all contracts for that account code. Pick a contract and select **Continue** to see the location screens for that contract.
+CATS will call up a chooser of all contracts for that account code. Choose a contract to view. Press **Continue** to view the inventory available.
 [{{:cats:procedures:invoices:invoice_chooseranothercontract.png|Pick a new contract and select Continue.}}]