When tasked to create an invoice a user can pull up the option-filled work screen in the New Complete Invoice or New Supplemental Invoice interface. From its option-filled screen users can generate a complete invoice for revenue items associated to an order, or they can create a supplemental invoice to invoice any items created after the initial (complete) invoice.
Important: The New Complete and New Supplemental invoice generation options are identical except that New Supplemental will include all items not selected for the New Complete invoice. For example, if a transportation charge was not included on the initial invoice generation then it will be available on the subsequent, or supplemental, generation.
The New Complete/New Supplemental Invoice interface is display below followed by description of each component. Click here to view a larger image of the interface.
Figure 4: New Complete/New Supplemental Invoice screen
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New Complete Invoice Component |
Description |
Image Ref. No. |
|
Send Invoice To |
Customer location of where the invoice will be sent. By default, if the Remit-To field is set to a van line then a user will be able to update the address. Optionally, a flag exists within the System File that, when set, will also allow the user to update this field regardless of the Remit-To setting. Refer to the Updating the Bill-To Address on an Invoice for details. |
1 |
|
Invoice Date |
This is the date of the invoice and will also be used to compute the late payment date assigned through the Invoice Terms. |
2 |
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Invoice Terms |
Choose to pull the terms from those defined within MoversSuite or by the Customer or choose to not display any terms. |
3 |
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Header |
The Header address appears at the top of all invoices. |
4 |
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Remit-To |
Remit-To is the location of where the recipient should send the payment. |
5 |
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Source Description |
Choose the source of the revenue for the provided list. Once selected, the items associated to the selected source will appear below. |
6 |
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Source Items |
Listing of items for the selected source. Grid lists the item description, amount of the item, and Invoice Number. |
7 |
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Move Line Buttons |
Allows a user to select or remove lines from the invoice line items grid. Note: Multiple source items can be selected and moved at a time. |
8 |
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Invoice Lines |
Items listed in this section will be included as part of the invoice and will be displayed in the order presented. |
9 |
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Edit |
Edit the attributes of the selected invoice item. |
10 |
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Move Invoice Item |
These arrows can be used to rearrange the order that the items display in. |
11 |
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Grouping |
Choose to create a group record for selected invoice line item(s). |
12 |
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Add/Delete Invoice Line |
Add or delete an invoice group or item. These are termed ad-hoc items and do not create any revenue transactions. |
13 |
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Pre-Payment Amount |
Enter any amount that may have already been received from the customer for the invoiced items. |
14 |
|
AR Amount |
This is a display only field and includes the accounts receivable amount of the invoice line items. |
15 |
|
Invoice Total |
This is a display only field and represents the total invoice amount of all the invoice line items. |
16 |
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Invoice Note |
This function allows a user to add a note that will appear at the bottom of each invoice. |
17 |
|
Invoice Report |
Select which report that will be used to produce the invoice documents. |
18 |
|
Preview Invoice |
Opens a Report Viewer window with the rendering of the Invoice Report document containing all related information for the invoice. The invoice number will be listed as “Draft”. |
19 |
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Generate Invoice |
Generates the document and opens a Report Viewer window displaying the contents of the finalized invoice. |
20 |
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Close |
Closes the New Complete/New Supplement Invoice interface window. |
21 |
Generating an Invoice