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| Both sides previous revision Previous revision Next revision | Previous revision | ||
| cats:procedures:invoices:inventoryinvoices [2019/03/12 15:30] – [Multi-Contract Invoices] jen | cats:procedures:invoices:inventoryinvoices [2023/05/12 19:49] (current) – [Invoice Subtotal Options] wiki_admin | ||
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| ====Quick Inventory Invoice Procedure==== | ====Quick Inventory Invoice Procedure==== | ||
| - | - Go to **Invoicing > Invoice Preparation > Purchase (or Sale) > Add**. | + | - Go to **File > Invoicing > Invoice Preparation |
| - Select a type of invoice (AP and SF are final types) and pick **Apply**. | - 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**. | - Enter the base **Contract Number**, **Invoice Date**, and **Invoice Account**. You may be able to enter the **Invoice Number** as well. Click **Apply**. | ||
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| From the invoice screen, select **Item > Add Invoice Item**. | From the invoice screen, select **Item > Add Invoice Item**. | ||
| + | ====Adding Invoice Subtotals==== | ||
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| + | 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. | ||
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| + | From the invoice screen, select **Item > Add subtotal** | ||
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| + | ====Invoice Subtotal Options==== | ||
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| + | Subtotal lines can have individual settings to control which fields are totaled and how the subtotals are calculated. | ||
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| + | * **Print if empty.** If enabled, this subtotal will display on the printed invoice even if it doesn' | ||
| + | * **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==== | ====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**. | 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**. | ||