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Both sides previous revision Previous revision Next revision | Previous revision | ||
cats:procedures:invoices:monthlylisting [2016/06/13 14:56] – jen | cats:procedures:invoices:monthlylisting [2017/12/19 03:21] (current) – external edit 127.0.0.1 | ||
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* 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. The default date will be the first day of the last whole month.\\ | * Show Invoices For Period - Enter your date frame. The default date will be the first day of the last whole month.\\ | ||
- | * 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.\\ | + | * 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 - 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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- | 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. You will then return to the invoicing menu. Press **Cancel** to cancel print.\\ | + | 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: | Here is a sample of a monthly invoice listing. The columns from left to right are: | ||
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* Price per Unit | * Price per Unit | ||
* Total (Total amount is weight of mark x Invoice unit price). | * 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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