- SALES
- The total amount for the parts used displays.
SERVICES- The total services amount to be charged displays.
SERVICES Window
Note: This is display only for W.O. Invoices.
The Services billed from the Work Order are listed by Service
code with the description, quanitity, price each and the extended
amount.
- Expanded Services Record
- Click EXP/CON or press <F9> to review the
Notes and print flag, and the Division and the Tax codes with
exemptions for each service.
DISCOUNTS- The total discount to be given displays.
TAXES:- The total tax amount to be charged displays.
The tax details can be viewed in the Tax window, as outlined in
Invoice Taxes.
TOTAL CHARGES- The total charges for the invoice displays.
The invoice total can optionally be automatically rounded to the
nearest 5, 10, 25, 50 or 100 cents as defined in the Company Invoice Parameters using a Service Code to
absorb the rounding difference.
LESS DEPOSIT- If this invoice originated from a contract, and if a deposit
was entered on that contract, the amount outstanding will
display.
Accept this amount. Usually the deposit is applied against the
FINAL rental return.
If the customer has paid too much deposit, when this amount is
accepted a refund will be issued as the Balance Due.
BALANCE DUE- The Balance Due is the total invoice amount less the deposit
applied amount.
WEIGHT- The total weight of rental and sales products on the invoice is
displayed, only if the flag in the Company
Inventory Parameters is set to display the weight.
ON ACCT- Check this box if this invoice is to be charged On Account and
is to be posted to Accounts Receivable for the customer.
Uncheck this box if this invoice is already paid or is to be
paid now.
If the customer is set to be a Cash customer in Customer Information, then this invoice should not
be put on account.
AMOUNT ON ACCT- If charging against the customer's account, accept the full
Balance Due to charge or enter a partial amount to be
charged.
This field is skipped for Cash Customers.
TERMS CODE- Accept the terms that default from the customer's record in
Customer Information, or select a terms
code from the drop-down list.
This field is disabled if the On account amount is
zero.
PAYMENT AMOUNT- If the total Balance Due for the invoice is On Account,
then the fields relating to Method of Payment will be zero.
Any outstanding balance not covered by the On Account amount, is
displayed.
Enter the payment methods and amounts in the window as outlined in
Invoice Payment window.
COMMENTS- A window is provided to view and enter in any comments or
notes, as outlined in Invoice Comments.
PRINT- A printer can be selected from the Printer option located on
the menu bar at the top of the screen.
Check this box to print this invoice now.
Uncheck this box to skip printing this invoice at this time.
The invoice can always be reprinted later by selecting Print Invoices.
EMAIL- This field is only enabled when the Use Contact Document
Emailing feature is activated in the Company
Email Configuration.
Check this box to email this invoice now to the appropriate
contacts as flagged in the Contact
Information for this customer/site, using the Compose Email tool.
Uncheck this box to skip emailing this invoice at this time.
The invoice can always be emailed to the contacts later from the
Print Invoices utility.
Note: If both the Print and the Email boxes are
checked, and the print output selection is to Email as PDF
then the document is emailed to the Contacts and to prevent
duplication the 'Email as PDF' is ignored.