This is an old revision of the document!
Invoice Setup Options
Here is a list of various options and settings you can use to customize the appearance of your invoices and the actions related to invoicing in CATS.
To access the Invoice Setup area, from the File menu pick Maintenance > Setup > Invoice Setup.
Output Settings
Copies
Number of copies -
Display Settings
Use pre-printed stationary with company letterhead-
Show not an invoice on unposted invoices -
Show title transfer field -
Show user ID on invoice -
Show BL date on sales invoice -
Show broker information in date box -
Show purchase number on date box -
Show delivery label in date box -
Show due date on deferred payables -
Show multiple basis on one invoice -
Show grades with invoice detail -
Show grades in invoice note -
Support multiple currencies -
Total units and weight on invoice -
Use absolute value for total -
Display for USD currency -
Page Format Tab Settings
Invoice Language
Invoice Actions
Automatic Behavior
Combine similar invoice items -
Show the fourth part of the traffic location in the invoice item note -
Move provisional balance to final -
Use default account and contract values when adding a vendor invoice -
Post invoice after printing-
Auto post commissions -
Create XML invoice after posting (in Transfer directory) -
Auto assign invoice number -
Auto assign invoice date -
Next Sales invoice -
Next Purchase invoice -
Default period for listing invoices -
Cost Codes
Marine insurance cost code -
Warehouse insurance cost code -
Use cost codes when entering non-contract invoice items -
Get invoice item description from the cost code -