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cats:procedures:invoices:monthlylisting [2016/06/13 13:49] – jen | cats:procedures:invoices:monthlylisting [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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- | =====Printing a Monthly Invoice for One Account===== | + | =====Printing a Monthly Invoice |
+ | {{entry> | ||
This can be used to see invoices for one account within a month (or for a specific time period). | 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**. | Go to **Invoicing > Monthly Invoice Listing**. | ||
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This will take you to the Print Monthly Invoice Listing Report screen. | This will take you to the Print Monthly Invoice Listing Report screen. | ||
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- | Here you will enter specific information and view your report. On the bottom left of this screen you will choose how you want to **View Report In**. Any field in red is mandatory and needs 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 can 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 - Enter your date frame\\ | + | * 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**. See picture below.\\ | + | * Account - Type in your account name or click the more **[...]** button |
* Basis Units - LB, KG, MT\\ | * Basis Units - LB, KG, MT\\ | ||
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Most fields in grey will be automatically filled in once you choose the account. The Closing Note will be the only field left blank.\\ | Most fields in grey will be automatically filled in once you choose the account. The Closing Note will be the only field left blank.\\ | ||
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+ | 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. | ||
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+ | 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.\\ | ||
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+ | 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). | ||
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The following items on this invoice report will be a default. You may un-check them if you want.\\ | The following items on this invoice report will be a default. You may un-check them if you want.\\ | ||
- Group By Class\\ | - Group By Class\\ | ||
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Here is a sample invoice report including the default options mentioned above.\\ | Here is a sample invoice report including the default options mentioned above.\\ | ||
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- | 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**. | + | 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**. |
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