cats:procedures:invoices:statementoneinvoice

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cats:procedures:invoices:statementoneinvoice [2016/04/01 15:31] jencats:procedures:invoices:statementoneinvoice [2017/12/19 03:21] (current) – external edit 127.0.0.1
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-=====One Invoice Statement====+======One Invoice Statement====
 +{{entry>0;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**.\\  There are two ways to access one invoice statement. Go to **Invoicing > Statement for One Invoice**.\\ 
  
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 [{{:cats:procedures:invoices:invoice_questionmarkoneinvoice.png?|Question Mark One Invoice}}] [{{:cats:procedures:invoices:invoice_questionmarkoneinvoice.png?|Question Mark One Invoice}}]
  
-Select the invoice you want and press **Continue**.\\ +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}}] [{{:cats:procedures:invoices:invoice_statementforoneinvoiceselect.png?|Select Invoice}}]
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 [{{:cats:procedures:invoices:invoice_oneinvoiceprint.png?|One Invoice Print}}] [{{: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"}}
  
  • cats/procedures/invoices/statementoneinvoice.1459524706.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)