Invoice Source Type

Description

Quotes

Accepted Quotes will be available as a source for invoice items and are identified by a heading of “Quote” followed by the actual quote number.

Figure 27: Quote source in New Complete/New Supplemental Invoice

An invoice line item that is based upon a quote can be edited and deleted.

Rating Sends

Van line rating sends will be denoted by the time stamp of when the import was received along with the “Rating” header (this is the same as within the Rating Import tab).

Figure 28: Rating source in New Complete/New Supplemental Invoice

Only those items that can be invoiced (as determined by the van line) will be viewable as source items.

The Description associated to the source items is pulled from the Item Codes table at the time the record was imported.

The Amount represents the total amount billed to the customer (not the distributed amount); this is the amount the van line wants the moving company to invoice for.

An invoice line item that is based upon a rating send can be edited and deleted unless accounting transactions have been generated for them.

Revenue Imports

These are actual revenue items generated within MoversSuite and appear under the “Revenue” heading within the source selection.

Figure 29: Revenue source in New Complete/New Supplemental Invoice

Note: All other import source types are generally not tied to any Accounts Receivables.

Revenue imports can only be added as invoice line items once; duplicate line items are not allowed for items tied to actual Accounts Receivables transactions.

TechMate Imports

Similar to that of a rating send, TechMate imports will display as a source with the heading of “TechMate” followed by the timestamp of when the item was imported into MoversSuite.

An invoice line item that is based upon a TechMate import can be edited and deleted unless accounting transactions have been generated for them.