Invoice Entry — Invoice Tab

Use this tab to enter:

• The receipt number (or numbers) to which the invoice applies.

• The invoice date.

• The invoice total.

• The billing address for the invoice.

• The remit-to location.

• An optional description and reference.

• The 1099/CPRS code and amount (for vendors who are subject to 1099 or CPRS reporting).

• Invoice details.

The detail entry grid (at the bottom of the tab) lets you:

• Edit or remove item detail lines for an invoice from a primary vendor.

Note: You cannot add more detail lines to the invoice tab. All lines must have been on the receipt. You can, however, add costs to the Additional Costs tab, and you can change the quantity being invoiced.

• Edit received quantities, item costs, and detail discounts, if you have security rights to do so.

• Enter comments and optional fields for the details.

• Display all the fields, including tax fields, for a selected detail on the Item/Tax form.

The Invoice tab also lets you open the following additional forms:

• Bill-To Location form

• Create Invoice From Receipts form

• Detail Items/Taxes form

• Detail Comments form

• Remit-To Location form

Click the following icons and links for information about using the buttons:

Item/Tax

Calc.Taxes

 

Finder

or Zoom

For help on using a different tab on the Invoice Entry form, click the corresponding link, below:

 

Taxes	Terms	Retainage	Additional Costs
Optional Fields	Rates	Totals

See also

 

Entering Invoice Details

Invoice Entry Form — overview

Using Detail Entry Grids

Entering units for job-related invoices