CLIENT INVOICE SCREEN:

Screen to keep track of client invoices.

This can be entered from the Client Invoice option, or when adding a Client Order Line

 

 

Invoice Number:

This is the automatically generated number given to your Client Invoice, when it is saved.

 

 

Invoice Date:

This is an automatically generated date of when the Client Invoice is created.

 

 

Client ID:

To add a New Client, click on the N button, add the Client then:

Click on … button.

Click on SEARCH

Click on the Client Code

 

To choose a current Client:

Click on … button.

Click on SEARCH.

Click on the Client Code

 

 

Invoice Status:

This drop down box can be used to update the Status of the Invoice.

 

FINANCIALS

Order Amount:

This figure is the Total of the Client Invoice excluding Tax for this Client Invoice and is automatically updated when Client Order lines are added for this Client Invoice.  It does not include any Fee Amounts or Adjustment Amounts.

 

Tax Amount:

This figure is the Total of the tax for this Client Invoice and is automatically updated when Client Order lines are added for this Client Invoice

 

Fee Amount:

Enter the Amount of any fees to be added to this Invoice.

 

Adjustment Amount:

Enter the Amount of any fees to be added to this Invoice

 

Invoice Amount:

This figure is the Total Value of the Client Invoice including Fee Amounts and Adjustment Amounts.

 

Amount Paid:

This figure shows any payment amounts that have been applied to this Client Invoice.

 

Total Owing:

This figure is calculated by deducting the Amount Paid from the Invoice Amount.

 

Note:

Enter any notes about this Client Invoice, into the Note field.  You can also use this for the Clients Purchase Order Number.

Example

 

1. Click on CLIENTS
2. Click on CLIENT INVOICE
3. Click on NEW
4. Click on CLIENT ID field
5. Click on … button
6. Click on SEARCH
7. Click on ROB CARRIER
8. Press Tab to the NOTE field
9. Enter “919”
10. Click on SAVE