Once you create an invoice, editing and configuring the invoice options are presented to the user.
You cannot edit invoices in Approved and Approved & Distribute. If a user makes a mistake, the user must delete and re-generate the invoice.
- Edit: Select this option in the draft status or from the preview when all validations are completed.
- Summary: The details of the invoice.
- Bill To: The account that will be billed.
- Bill From: The billing information of the company.
- Number: Invoice number. This can be changed if needed.
- Contract: The contract associated with the invoice. This can be changed if needed.
- Date: The date of the invoice.
- Due Date: The due date of the invoice.
- Period Start The start of the invoice period.
- Period End: The end of the invoice period.
- Invoice Lines: The details of the invoice.
- Bill Item: The billing item that is associated with the price tier.
- Line Memo: The name of the price tier.
- Items: The number of items.
- Quantity: The quantity of the bill item.
- Rate: The rate of the bill item.
- Subtotal: The quantity time rate, the cost before taxes.
- + button: Click this option to edit the current bill item.
- Bill Item: You can change the bill item.
- Line Memo: You can change the line memo.
- Quantity: You can change the quantity.
- Rate: You can change the rate.
- Service Date: You can change the service date.
- Service Location: The service location can be changed (Site).
- + Add New Item to this Line: Will add a new billable charge under the currently selected item
- Bill Item: You can change the bill item. By default, it will be the bill item from the bill item chosen to add a new item to this line.
- Line Memo: The line memo that you can fill out.
- Quantity: The quantity that you can apply.
- Rate: The rate that can be applied.
- Service Date: The service date that you can apply.
- Service Location: The service location can be changed (Site). The service location will be the bill item selected to add a new item to this line by default.
- + / +: Select this option to apply a new bill item.
- Bill Item: The billing item to apply.
- Line Memo: The line memo that you can fill out.
- Quantity: The quantity that you can apply.
- Rate: The rate that can be applied.
- Service Date: The service date that you can apply.
- Service Location: The service location can be applied (Site).
- Invoice Memo: You can change this to add a new invoice memo other than the default one.
- PO Number: You can change this. The PO number is from the selected contract.
- Subtotal: The subtotal of the current invoice, including the changes, if any. This does not contain any taxes. Taxes will be applied later.
- Language: Select a different language.
- Save as Draft: Select this option to save the invoice in the Draft status.
- Approve: Select this option to save the invoice in the Approved Status.
