Functions of Invoice Management

Once in the Invoice Management screen, the user will be able to create, view, copy, and void invoices.

Figure 3: Invoice Management options

Options available to the Invoice Management user are as follows:

Function	Description
New Complete	This option will create a complete invoice within the New Complete Invoice interface. It will include all revenue associated to the order.
New Supplemental	The New Supplemental option will create a supplemental invoice within the New Supplement Invoice interface. A new supplemental invoice is identical to the new complete invoice except that by using this option the application will only display invoice sources that are not already in use under the complete invoice for a particular customer. In essences, New Supplemental attempts to find all new revenue after the creation of the complete invoice.
View	This option will open a Report Viewer window displaying the invoice document for the selected record.
Copy	This option will generate a copy of the selected record and display it within the Invoices grid. Important: Creating a copy will void the existing invoice.
Void	Selecting this option will void the selected invoice record. The voided record will continue to appear within the Invoices grid with a status of “Void.”
Done	This will close the Invoice Management interface.

The Invoice Management grid will display all invoices, by Customer, that exist for an order. Each listing is comprised of the following fields:

• Invoice Number

• Invoice Date

• Amount

• Create Date

• Created By

• Status

The Status of an invoice can be one of the following:

Invoice Status	Description
Invoice	Indicates that the invoice is active.
Void	Indicates that the invoice has been voided and is no longer active.
Draft	Indicates that the invoice has been saved as a draft. Drafts do not appear within the Invoice Management window; a user will be notified that a draft exists once they press either New Complete or New Supplemental.