Billing General Section

The General section provides broad information about the invoice that helps track its progress through the accounting process. Fields below with an asterisk (*) are required fields.

*Invoice Number

This field is automatically populated by the Next Numbers section located under Company Maintenance.

• The Invoice Number can be edited.
• The Invoice Number will adjust to match the Packing List Number if a Packing List is selected.

Packing List No.

The Packing List No. represents the items for which you are billing your customer.

• Use the search function to select one, or type in the number manually.

*Customer

The Customer code denotes the company you are billing.

• This field will automatically populate if you select a Packing List.

Invoice Date

The Invoice Date automatically populate to the current date.

• The date will adjust to match the Packing List if a Packing List is selected.

Ship Charges

The Ship Charges must be manually entered by a user.

Invoice Total

This field populates from the Packing List.

*Period No.

This field determines the accounting period the invoice will appear in.

Ignore Minimum Charge On This Invoice

When checked, this field prevents the minimum charge from being applied to the invoice.

• The minimum charge is established in Company Maintenance.

 

Back to Billing Details - Notes Section

Return to Customer Billing

Go to Billing Details - Line Items Section