The following items are included as part of the upgrade for the enhancement to Invoicing:

•      Quotes, Rating Sends, and TechMate imports will automatically be included along with revenue items as invoice sources

•      Edit feature has been added to all invoice line items including revenue and imported items.  In fact, all rating information associated to a Service Code will be included in the edit.  Prior to this change only ad-hoc lines could be edited

•      Service Codes can be applied to ad-hoc line items

•      Source selection grid added to the New Complete/New Supplement Invoice interface

•      A user can choose from a list of reports to use when generating invoices.  The new Invoice Report option is available to allow a user to select from a list of reports (assigned to the user’s Report Profile) to use when generating the invoice document

•      More than one invoice line item or invoice source item can be selected and moved at a time

•      Line item description has increased to 128 characters; the entire description will also appear on the invoice document

•      An invoice can be generated for any order even those without revenue

•      A user can now expand the New Complete/New Supplement Invoice window

•      Descriptions for a rating send items are now pulled from the Item Codes

 

Some of these enhancements are further described below.  Refer to the Invoicing topic the online help for more information on this subject.

 

Ability to Edit Invoice Line Items

Invoiced line items, such as those from revenue transactions, can now be edited (by means of pressing the Edit button or by double-clicking the line item).   Invoice groups can have their description and subtotal amounts updated, as well.

 

Figure 5: Edit ability in New Complete/New Supplemental Invoice

 

Ability to Specify Service Code on Ad-Hoc Line Items

Service codes (Item Codes) can be assigned to on-the-fly invoice line items.

 

Figure 6: Service Code in Add Invoice Line Item dialog

 

New Invoice Report Option

Ability to choose which report to use to when generating invoice documents is now available.  This feature was added to reduce the number of licensed users needed.

 

Figure 7: Invoice Report option in New Complete/New Supplemental Invoice interface

 

Multi-Select Line Items

Users can select and move multiple line items at a time.  Just hold the CTRL button and click on desired source items and press the move button ().

 

Figure 8: Multiple select option added to the source items

 

Invoice Source Options

Revenue allocations are now separated by source and the user has the option to choose the source and items from the selected source to include as line items.

 

Further, screen splitters have been added to the window to allow users to adjust the size of all three available grids or to hide the source or source items grids.

 

 

 Figure 9: Source and source item selection within New Complete/New Supplemental Invoice interface

 

 Imported and non-imported downloads will be available to be invoiced; downloaded discounted line haul will appear as a “Transportation” line item.

 

Items with the Invoice flag set to “Y” on the rating send will display in the lower source selector window (New Complete/New Supplemental Invoice).