cats:procedures:invoices:monthlylisting

Differences

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

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
cats:procedures:invoices:monthlylisting [2016/06/13 15:20] jencats:procedures:invoices:monthlylisting [2017/12/19 03:21] (current) – external edit 127.0.0.1
Line 9: Line 9:
   * 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\\ 
  
Line 15: Line 15:
 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.\\ 
 [{{:cats:procedures:invoices:monthlyinvoice_greytitlesfilledin.png?|Invoice box with grey titles filled in}}] [{{: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. Once 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. +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}}] [{{:cats:procedures:invoices:monthlyinvoice_editaddress.png?|Edit address}}]
  
  • cats/procedures/invoices/monthlylisting.1465831252.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)