Differences

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

--- cats:procedures:invoices:monthlylisting [2016/06/10 15:42] – jen
+++ cats:procedures:invoices:monthlylisting [2017/12/19 03:21] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-=====Printing a Monthly Invoice for One Account=====
+=====Printing a Monthly Invoice Listing for One Account=====
+{{entry>0;Monthly Invoice Listing;-}}
 This can be used to see invoices for one account within a month (or for a specific time period).
 Go to **Invoicing > Monthly Invoice Listing**.
 [{{:cats:procedures:invoices:monthlyinvoice_menu.png?|Monthly Invoice Menu}}]
-This will take you to the Print Monthly Invoice Listing Report screen. Here you will enter specific information and view your report.
+This will take you to the Print Monthly Invoice Listing Report screen.
-[{{:cats:procedures:invoices:monthlyinvoice_viewreportoptions.png?|Print Monthly Invoice Listing Report}}]
+[{{:cats:procedures:invoices:monthlyinvoice_standardprintmonthlyinvoicescreen.png?|Print Monthly Invoice Listing Report}}]
-Any title in red is mandatory and need to be filled in to view the report.
+Here you will enter specific information and view your report. Any field in red is mandatory and needs to be filled in to view the report.
-  * Report Title (the default title, ACCOUNT STATEMENT, will show but you change this by typing over the default.)\\
+  * Report Title -the default title, ACCOUNT STATEMENT, will show but you can change this by typing over the default.\\
-  * Show Invoices For Period\\
+  * Show Invoices For Period - Enter your date frame. The default date will be the first day of the last whole month.\\
-  * Account - Click the dots next to this box to pull up a list of accounts. Highlight the account and press **Select**.\\
+  * Account - Type in your account name or click the more **[...]** button to pull up a list of accounts. Highlight the account and press **Select**. See picture below.\\
-  * Basis Units\\
+  * Basis Units - LB, KG, MT\\
-[]
-Most titles in grey will be automatically filled in once you choose the account. The Closing Note will be the only field left blank.\\
+[{{:cats:procedures:invoices:monthlyinvoice_clickonaccount.png?|}}]
+Most fields in grey will be automatically filled in once you choose the account. The Closing Note will be the only field left blank.\\
+[{{:cats:procedures:invoices:monthlyinvoice_greytitlesfilledin.png?|Invoice box with grey titles filled in}}]
+If you click in the Account Address box, you can edit the address. Before you edit the address, CATS will ask you to confirm. Press **Yes** to continue. These changes will only appear on the monthly invoice listing and will not be stored in CATS.
+[{{:cats:procedures:invoices:monthlyinvoice_editaddress.png?|Edit address}}]
+On the bottom left of this screen you will choose how you want to **View Report In** - Browser, Document or Spreadsheet. Press **Continue** to print report. Press **Cancel** to cancel print. You will then return to the invoicing menu.\\
+[{{:cats:procedures:invoices:monthlyinvoice_viewreportoptions.png?|Print Monthly Invoice Listing Report}}]
+Here is a sample of a monthly invoice listing. The columns from left to right are:
+  * Contract Number
+  * Invoice Number(optional)
+  * Marks
+  * Container Number
+  * Weight
+  * Price per Unit
+  * Total (Total amount is weight of mark x Invoice unit price).
+[{{:cats:procedures:invoices:monthlyinvoice_accountstatementexplanation.png?|Account Statement}}]
+The following items on this invoice report will be a default. You may un-check them if you want.\\
+  - Group By Class\\
+  - Show Invoice Numbers\\
+  - Show Due Date\\
+Here is a sample invoice report including the default options mentioned above.\\
+[{{:cats:procedures:invoices:monthlyinvoice_defaultprintinbrowser_001.png?|Sample invoice with default options}}]
+You may add a closing note if you choose. Type your comments in the **Closing Note** box. If you want to list invoice numbers in your closing note, check the box **List Invoice Numbers In Closing Note**.
+[{{:cats:procedures:invoices:monthlyinvoice_addingclosingnote.png?|Adding a closing note on an invoice}}]
+Here is a sample invoice with a closing note.
+[{{:cats:procedures:invoices:monthlyinvoice_closingnoteoption.png?|Sample invoice add with closing note options}}]
+{{tag>"monthly invoice listing"}}