The Invoicing section allows a user to view existing invoices, create new or supplemental invoices, copy, and void invoices, as well. Invoicing is available from within the Summary tab and through Invoice Management.
Figure 1: Invoicing section
The following table contains the fields and functions available within the Invoicing section.
Field/Function |
Description |
Customer |
The customer of the invoice displays as a grouping for the invoice records of an order. |
Invoice Number |
Unique reference number is assigned to each invoice. See Invoice Number for more information. |
Invoice Date |
The date entered for the invoice through New Complete Invoice screen. |
Amount |
The total amount of the invoice displays in this column. |
Tax |
The Tax column is available within this grid when Sales Tax Integration functionality is enabled. This column indicates whether a sales tax was computed automatically when a black checkmark displays or manually when a red checkmark displays. You can also hover over the checkmark to view the actual tax amount on the invoice. Refer to the Sales Tax Integration topic for more information. |
Create Date |
The date that the invoice was generated on. |
Created By |
The MoversSuite user that created the invoice displays in this column. |
Status |
This column displays the state the invoice is currently in as one of the following:
Draft Indicates that the invoice is in a draft state; users will only be aware of this state upon entry to New Complete Invoice or New Supplemental Invoice. The draft invoice can be overridden by a person that is a manager within Revenue Entry; refer to “Revenue Entry” within Security Profile Setup for details.
Invoice Indicates that the invoice is in an active state
Voided Indicates that the invoice is no longer active
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New Complete (Alt+M) This function opens the New Complete Invoice screen allowing the user to create an invoice based on all revenue items. If a current, active invoice contains revenue items affected by the new invoice, then users will be prompted to void the existing active invoice. | |
New Supplemental (Alt+P) This function opens the New Complete Invoice screen where a user can generate an invoice based on revenue not currently shown on any active invoices for the order (or customer, if more than one customer is invoiced for the order). | |
View (Alt+V) This function falls under the Report Viewer Options and will open a Report Viewer window displaying the invoice document for the selected record.
Note: Users can double-click an invoice record to evoke the View functionality.
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Copy (Alt+O) This function will generate a copy of the selected record and opens the New Complete Invoice screen allowing the user to edit and generate a new invoice. This function will prompt the user to void the version being copied. | |
Void (Alt+D) Selecting this function will void the selected invoice record. The voided record will continue to appear within the Invoices grid with a status of “Void.” |