Invoices

Invoices are used to bill customers for the products or services that they have purchased. Invoices can be paid for immediately or at a later date.

What you'll find:

Adding Invoices

Auto Linking Invoices to Work Orders

AutoBilling

Splitting Invoices

Editing Invoices

Deleting Invoices

Searching for Invoices

Viewing Invoice Totals

Accepting Immediate Payments for Invoices

Use the Invoices window to add, edit, and delete invoices, as well as to record returns, payments, and view totals.

Invoices are compatible with gross-unit pricing (where the price includes taxes).

 

Notes

For information on how retail prices are calculated see Getting Retail Prices.

On the Invoices window, you can view an Invoice report and/or a Transportation Document for any invoice. In the Invoice list, select the invoice to view and then click Preview Item to view the Invoice report and/or Preview TDG to view the Transportation Document.

Tips

To view the audit trail of changes to an invoice, click History. The Invoice History window appears.

The Created By box displays when and who added the invoice to the database.

The Updated By box displays when and who updated the invoice last.

To view the detailed Audit report for the invoice, click Show Audit Trail.