A user may choose to include an impromptu item on the invoice.  This is accomplished through the Invoice Line Add feature which allows a user to define the charges in a manner similar to that of other amount computations throughout the MoversSuite application.  Note: Using this feature will not create revenue; it only creates an invoice line item.

 

These additional lines may often be referred to as ad-hoc line items.

 

Adding an Invoice Line Item

1.   In New Complete/New Supplement Invoice ,

Figure 14: Add invoice line option within New Complete/New Supplemental

2.   Press the Invoice Line Add button and the Add Invoice Line Item dialog will appear,

Figure 15: Add Invoice Line Item dialog

3.   Select Service from the list of available Item Codes.  Note: Elect to view the Service by its name be placing a check next to the By Name box (default) or by its assigned number.  Only the Description value will display on the invoice report,

4.   Type over the service Description to alter the value that displays for the line item (can be up to 128 characters in length),

5.   Optionally, select a Rate Type from the provided list and enter Quantity field(s), and Rate to compute a Gross Charge or enter a Gross Charges value directly.  Note: If the order has a local Rate Plan (Billing Information) then the system will default the Rate Type and Rate field if the selected Service (Item Code), if reference correctly (see the Rating Systems topic for more information),

6.   Enter a Discount percentage, if applicable,

7.   Press the Save to add the new line item to the list of invoice line items.

 

Tip:  A note can be added to the invoice listing by adding an invoice line, entering only a Description, and by blanking out the Amount value (selecting the value using the mouse and pressing the DELETE key).

 

Remove line items by selecting them and pressing the Delete button.