cats:procedures:invoices:invoicescreenoverview

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cats:procedures:invoices:invoicescreenoverview [2015/06/29 16:21] – amandacats:procedures:invoices:invoicescreenoverview [2018/01/09 15:09] (current) – [Unposted Invoice Screen] jen
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 =====An Overview of the Invoice Screen===== =====An Overview of the Invoice Screen=====
- +{{entry>0;Invoice/Overview;-}}
 The invoice screen represents a single invoice in the system. For purchases, the invoice should reflect the invoice you receive from your supplier. For sales, the invoice is the document that you will send to your customer. The invoice screen represents a single invoice in the system. For purchases, the invoice should reflect the invoice you receive from your supplier. For sales, the invoice is the document that you will send to your customer.
  
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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. 
  
-[{{:cats:procedures:invoices:invoicescreen_numberedinfo.png|A Posted Sale Invoice}}]+[{{:cats:procedures:invoices:invoice_withproforma.png?|Invoice review screen}}]
  
 Information on the above Invoice Screen: Information on the above Invoice Screen:
-  - The invoice **#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 ''**FINAL**''. +  - The type of invoice is ''**PROVISIONAL**''. 
-  - The invoice is posted (which means it has been applied to the GL and cannot be edited). +  - The invoice is **Pending** (which means it can be edited it is not yet posted). 
-  - 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 **120,556.35** USD.
  
 ====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.
-[{{:cats:procedures:invoices:invoicescreen_postedmenu.png|Unposted Invoice Menu}}]+[{{:cats:procedures:invoices:invoice_unpostedinvoicemenu.png?|Unposted invoice menu}}]
  
   * 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 "Pending"   * HW - toggle the invoice status between "On Hold" or "Pending"
   * Del - delete the invoice   * Del - delete the invoice
-{{tag>invoices}}+{{tag>"posted invoices" "unposted invoices"}}
  • cats/procedures/invoices/invoicescreenoverview.1435594898.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)