cats:procedures:invoices:statementoneinvoice

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cats:procedures:invoices:statementoneinvoice [2016/08/09 15:07] 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;-}}  {{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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 Select the invoice you want and press **Continue**. You can also search for the invoice by:\\  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**.\\ +**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}}]
  
-[{{:cats:procedures:invoices:invoice_oneinvoicerecord.png?direct|One Invoice Statement}}]+====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}}] [{{:cats:procedures:invoices:invoice_oneinvoice.png?direct|One Invoice Statement}}]
  
-{{tag>InvoiceStatement}}{{tag>OneInvoice}}+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.1470755258.txt.gz
  • Last modified: 2017/12/19 03:21
  • (external edit)