cats:settings:invoicesettings

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cats:settings:invoicesettings [2019/01/16 17:55] – [Output Settings] amandacats:settings:invoicesettings [2019/12/09 20:11] (current) amanda
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 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.  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. 
  
-<note warning>Contact New Data Systems before changing any of the settings in this area. Settings can  affect how your system behaves and fundamental system information.</note>+<note warning>Contact New Data Systems before changing any of the settings in this area. Settings can  affect how your system behaves and change fundamental system information.</note>
  
 To access the Invoice Setup area, from the File menu pick **Maintenance > Setup > Invoice Setup**. To access the Invoice Setup area, from the File menu pick **Maintenance > Setup > Invoice Setup**.
-[{{:cats:settings:invoicesetup_access.png|Accessing the Invoice Setup Area}}]+[{{:cats:settings:invoicesetup_access.png|Accessing the Invoice Setup Area}}]\\ 
  
 ====Output Settings==== ====Output Settings====
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 [{{:cats:settings:invoicesetup_outputsettings.png|Output Settings Tab}}] [{{:cats:settings:invoicesetup_outputsettings.png|Output Settings Tab}}]
 ===Copies=== ===Copies===
-**Number of copies** - +**Number of copies** - Enter the default number of copies you want CATS to print. You can change this every time you print an invoice.\\  
 +**With detail** - Enter the number of detailed copies (shows broker and provisional invoice information) you want CATS to default to when printing.  You can change this every time you print an invoice.\\ 
  
 ===Display Settings=== ===Display Settings===
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 **Show delivery label in date box** -\\  **Show delivery label in date box** -\\ 
 **Show due date on deferred payables** -\\  **Show due date on deferred payables** -\\ 
-**Show multiple basis on one invoice** -\\ +**Show multiple basis on one invoice** - For each invoice item, show the weight and price basis if they are different from the invoice overall basis. The alternative is to force the basis on all items to match the overall invoice basis. \\ 
 **Show grades with invoice detail** -\\  **Show grades with invoice detail** -\\ 
 **Show grades in invoice note** -\\  **Show grades in invoice note** -\\ 
-**Support multiple currencies** -\\  +**Support multiple currencies** - Allow usage of more than one currency on an invoice. \\  
-**Total units and weight on invoice** -\\    +**Total units and weight on invoice** - Show a total line on the invoice with total units and weight for all items. \\    
-**Use absolute value for total** - Always Display the printed total on the invoice as a positive number. \\ +**Use absolute value for total** - Always display the printed total on the invoice as a **positive** number. \\ 
 **Display for USD currency** - Enter a character string to display next to amounts for USD currency amounts. Example: Entering **''USD''** here will make CATS display **''USD 500''**.\\   **Display for USD currency** - Enter a character string to display next to amounts for USD currency amounts. Example: Entering **''USD''** here will make CATS display **''USD 500''**.\\  
  
  • cats/settings/invoicesettings.1547661317.txt.gz
  • Last modified: 2019/01/16 17:55
  • by amanda