Report Menu Names: Standard Invoice (long) and Standard Invoice (short)

 

This report produces printable invoices for both Revenue Entry and Recurring Billing Management. The long version of the standard invoice is intended, specifically, for Revenue Entry, while the short version has been designed for use within Recurring Billing Management.

 

Each invoice prints similar data with the short version displaying the information in a compressed format.   There are administrative options with the long version to allow it to display branch and van line image or logo (refer to the Adding Branch and Van Line Images to Documents sections for details).

 

The remittance section of either invoice is designed to have the customer (send to) address appear within a window of a standard business letter.

 

Parameters

 

These are system-generated reports and should only be rendered through the New Complete, New Supplemental, and View Invoices buttons (System IDs of REVI and RSBI).

 

Parameter	Description
System-provided	This is a system-generated report.

 

 

The long version of the standard invoice is, generally, produced through the invoice generation functionality by use of the New Complete and New Supplemental processes of Revenue Entry; specifically, the Preview Invoice and Generate Invoice buttons within Revenue Entry > Summary > Invoice button, which is controlled through the System ID setting of REVI.

 

The short version of the standard invoice can be produced through periodic Recurring Billing, when the Produce Invoice option is selected.  This option is controlled through the System ID setting of RSBI.

 

Refer to the Accessing Documents through Buttons section for more information.

 

A custom message can be added to the end of the long invoice.  Add up to three lines of text to the invoice through the Invoice Note button, available through the Invoice interface (Revenue Entry > Summary > Invoice > New Complete or New Supplemental Invoice).

 

Report Details

 

Report Grouping

 

No report grouping is in effect.

 

Header Information

 

The following header information will be displayed:

 

Long Version Header

•      Branch Image,

•      Branch Address Information (Title, Address, City, State, Postal Code, Phone),

•      Vanline Image,

•      Invoice Date,

•      Invoice Number,

•      Customer Number,

•      Purchase Order Number,

•      Invoice Total (Amount Due),

•      Due Date,

•      Late Payment Amount,

•      Invoice Conditions.

 

Long Version Remittance

•      Branch Image,

•      Vanline Image,

•      Invoice Date,

•      Invoice Number,

•      Customer Number,

•      Purchase Order Number,

•      Branch Address Information (Title, Address, City, State, Postal Code, Phone),

•      “Remit To:” Remittance Address Information (Title, Address, City, State, Postal Code, Phone, Email),

•      Customer (Send Invoice To) Address Information (Name, Address, City, State, Postal Code),

•      Amount Due,

•      Due Date,

•      Late Payment Terms,

•      Area reserved for Amount Paid.

 

Long Version Summary Header

•      Branch Address Information (Title, Address, City, State, Postal Code, Phone),

•      Invoice Date,

•      Invoice Number,

•      Customer Number,

•      Purchase Order Number,

•      Branch Address Information (Title, Address, City, State, Postal Code, Phone),

•      Remittance Address Information (Title, Address, City, State, Postal Code, Phone).

 

Short Version Remittance

•      Branch Address Information (Title, Address, City, State, Postal Code, Phone),

•      Invoice Date,

•      Invoice Number,

•      Customer Number,

•      Purchase Order Number,

•      Customer (Send Invoice To) Address Information (Name, Address, City, State, Postal Code),

•      Amount Due,

•      Due Date,

•      Late Payment Terms,

•      Area reserved for Amount Paid,

•      “Remit To:” Remittance Address Information (Title, Address, City, State, Postal Code, Phone, Email).

 

Short Version Summary Header

•      Invoice Date,

•      Invoice Number,

•      Customer Number,

•      Purchase Order Number,

•      Branch Address Information (Title, Address, City, State, Postal Code, Phone),

•      Remittance Address Information (Title, Address, City, State, Postal Code, Phone).

 

Detail Information

 

The following detailed items are included in each version of the invoice:

 

Order Information

•      Shipper Name,

•      Salesperson,

•      Weight,

•      Miles,

•      Origin Address Information (Address, City, State, Postal Code),

•      Destination Address Information (Address, City, State, Postal Code),

•      Tariff.

 

Item Details

•      Invoiced Items (Item Number, Description, Quantity 1, Quantity 2, Rate, Gross Amount, Discount, Amount),

•      Total Amount Due,

•      Due Date,

•      Late Payment Terms,

•      Invoice Conditions,

•      Custom Message (Long Version only).

 

Report Totals

 

No report totaling is in effect.