Overview

View all posted invoice proposals, the projects they are attached to, and the invoice proposal status.

On account

View on-account transaction information for the posted invoice proposal.

Subscription

View subscription transaction information for the posted invoice proposal.

Hour

View hour transaction information for the posted invoice proposal.

Expense

View expense transaction information for the posted invoice proposal.

Sales order

View sales order information for the posted invoice proposal.

Show

Open a menu with the following items:

• Copy- Display or print a copy of the invoice.

• Original- Display or print the invoice by using the current form setup parameters.

• Use print management- Reprint the invoice by using the current form setup parameters.

Voucher

View the voucher transactions that are attached to the selected invoice.

Totals

View totals that are related to the selected invoice. For example, cost totals, discount totals physical weight, and volume totals. You can also view invoice and customer information in the form.

Misc. charges

View any miscellaneous charges that are attached to the invoice.

Transactions

View an overview of the transactions that are attached to the selected invoice.

Posted sales tax

View any posted sales tax transactions for the invoice.

Commission

Open a menu with the following item:

• Commission transactions- View the commission transactions that are generated by the current invoice.

Functions

Create a credit note for the full invoiced amount.

Send electronically

Send the original or a copy of the invoice electronically.

Dimensions display

Select the sales order dimensions that you want to display under the Sales ordertab.

Project contract

View the project contracts in the journal.

Invoice type

View the invoice type for the projects that are listed.

Invoice

View the invoices for the projects that are listed.

Invoice date

View the invoice date for the projects that are listed.

Voucher

View the voucher for the projects that are listed.

Invoice proposal

View the invoice proposal for the projects that are listed.

Sales currency

View the sales currency for the projects that are listed.

Invoice amount

View the invoice amounts for the projects that are listed.

Project date

View the project transaction date.

Project

View the project that the transaction is attached to.

Transaction text

View a brief description of the transaction.

Line amount

View the amount of the transaction in the company currency.

Transaction ID

View the identification number of the transaction.

Category

View the category that the transaction is attached to.

Service subscription

View the identification of the service subscription.

Start date

View the subscription start date.

End date

View the subscription end date.

Base price

View the base price of the subscription.

Index

View the index that is used for calculating the indexed sales price.

Activity number

View the number of the activity that is associated with the transaction.

Employee

View the employee who is associated with the transaction.

Hours

View the number of hours in the transaction.

Sales price

View the sales price cost for the transaction.

Quantity

View the quantity or amount of units that are used in the transaction.

Item number

View the number of the items used in the transaction.

Configuration

View the identification of the item configuration.

Size

View the size/measurement of the item.

Color

View the color of the item.

Site

View the site location of the item.

Warehouse

View the warehouse where the item is located.

Batch number

View the batch number of the item.

Location

View the location in the warehouse where the item is stored.

Pallet ID

View the pallet identification number where the item is located.

Serial number

View the serial number of the item.

Unit price

View the unit price of the item.

Sales order

View the sales order identification number of the item.

Line-specific

If this check box is selected, the dimension account for electronic invoicing is specified for each invoice line.

If this check box is cleared, the dimension account is specified for the invoice header.

Note
This field is available only if information is entered in the EANfield for the customer account that is associated with the invoice.

Dimension account

The dimension account for the invoice header. It is used for electronic invoicing.

Note
This field is available only if information is entered in the EANfield for the customer account that is associated with the invoice.