Help:Billing-Edit Invoice

Billing-Edit Invoice

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This window titled View Invoice enables you to view the invoice and its related billing and description lines. The printing status and invoice format can also be edited from this window. The first few fields on this window are informational only and you cannot edit the information in those fields. The following fields are informational only: Invoice Number, A/R Account, A/R Number, Bill To, Invoice Date, and Amount.

[Ö] Invoice Printed: A blank box indicates that this invoice has not been printed or it has not been "marked as printed". If you wish to move this invoice from the Current Invoice File (invoices to be printed at end of day) to the Re-Print Invoice File (invoices that have already been printed), then place a check mark in this box. Point your mouse cursor to this box and left-click your mouse one time to check or un-check this box, as appropriate.

Invoice Format: You can change the Invoice Format for this invoice if you wish. Enter the number of the user-defined Invoice Format to be used to print this invoice. The description of the format selected will be displayed to the right of this field. Up to 99 different Invoice Formats can be defined in the IBS system. Press the {? } to the right of this field to open a window titled Select Invoice Format which displays a listing of the currently available Invoice Formats. NOTE: This field will NOT be available if the Invoice Printed field is checked.

[Ö] Summary Printed: A blank box indicates that the Summary Invoice has not been printed. If you wish to move this Summary Invoice from the Current Invoice File to the Re-Print Invoice File, then place a check mark in this box. Point your mouse cursor to this box and left-click your mouse one time to check or un-check this box, as appropriate.

Format: You can change the Summary Invoice format if you wish. Enter the number of the user-defined Summary Invoice Format to be used for this file. The description of the format selected will be displayed to the right of this field. Up to 99 different Summary Invoice Formats can be defined in the system. Press the {?} to the right of this field to open a window titled Select Summary Invoice Format which displays a listing of the currently available Summary Invoice Formats. NOTE: This field will NOT be available if the Summary Printed box is checked.

[ OK ] Press this button to save any changes made to the Print Status or Invoice Format fields and return to the previous window.

[ View/Edit ] Press this button to open a window titled Edit Invoice Detail Entry which displays all of the information for the highlighted Billing or Description line. For additional information, please refer to Edit Invoice Detail Entry.

[ Print ] Press this button to print just this one invoice. Using this button to print the invoice will NOT change the printing status for this invoice.

[ Close ] Press this button to close this window and return to the previous window without saving any changes. NOTE: If you make any changes in this window and then press the [Cancel] button to ignore those changes, then another window titled Save Record will open which asks "Do you want to save the changes to this record?". For additional information, please see Save Record.

[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.