Differences

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

--- cats:procedures:invoices:statementoneinvoice [2016/04/01 14:07] – created jen
+++ cats:procedures:invoices:statementoneinvoice [2017/12/19 03:21] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-=====One Invoice Statement====
+======One Invoice Statement=====
+{{entry>0;One Invoice Statement;-}}
-There are two ways to print one invoice statement.
+====Accessing and Printing One Invoice Statement====
+There are two ways to access one invoice statement. Go to **Invoicing > Statement for One Invoice**.\\
+[{{:cats:procedures:invoices:invoice_statementforoneinvoice.png?|Statement for one Invoice}}]
+Or you can get one invoice statement from the **Question mark ? > One Invoice** on the main screen.\\
+[{{:cats:procedures:invoices:invoice_questionmarkoneinvoice.png?|Question Mark One Invoice}}]
+Select the invoice you want and press **Continue**. You can also search for the invoice by:\\
+**Type** (All, Sale, Purchase or Vendor), **Invoice Number, Account, Date After or Ref Number**.\\
+[{{:cats:procedures:invoices:invoice_statementforoneinvoiceselect.png?|Select Invoice}}]
+Then print the invoice in the format you want.\\
+[{{:cats:procedures:invoices:invoice_oneinvoiceprint.png?|One Invoice Print}}]
+====Reading the Invoice Statement====
+The invoice statement has the following information as read from the screen, left to right.\\
+Transaction # - This number is assigned by CATS.\\
+Transaction Date - Date of the invoice or receipt.\\
+Due Date - Date it is due.\\
+G/L # \\
+Tran Type - Invoice or receipt. See [[cats:questions:accounting:transactiontypes|]] for more information on transaction types.\\
+Invoice Number \\
+ProvInv Check # \\
+Currency Amount \\
+Currency Balance \\
+This is a simple invoice.\\
+Line 1 is the invoice record.\\
+Line 2 is the receipt.\\
+[{{:cats:procedures:invoices:invoice_oneinvoice.png?direct|One Invoice Statement}}]
+This in a more complex invoice.\\
+Line 1 is the invoice record.\\
+Line 2 is the final.\\
+Lines 3 & 4 are the internal CATS transactions to move the balance to final.\\
+[{{:cats:procedures:invoices:invoice_oneinvoicerecord.png?direct|One Invoice Statement}}]
+Here is the same invoice statement (as above), with an added Line 5 - receipt.\\
+[{{:cats:procedures:invoices:invoice_oneinvoiceafterreceipt.png?direct|Once Invoice Statement with Receipt}}]
+{{tag>"invoice statement" "invoice receipt"}}
-[]