Create Invoices

Purpose

Steps

1. Click the Reports tab.
2. Click Invoicing .

The Invoice Form displays.

3. Click New to create a new invoice.

A popup dialog displays where you can select an invoice type based on the part of the project being invoiced. Selectable items for that part of the project display in the right-hand window

Options include:

• Orders - Includes all orders on the Lots tab.

• Deliveries - Includes all deliveries on the Lots tab.

• Plans/Elevations - Includes all plans/elevations on the Plans/Elevations tab.

• Lots - Includes all lots on the Lots tab.

• Free Form - No items are displayed in the Item Selection Area.

Invoices display in the list at the top left of the window.

General Invoice Information

4. Edit any of the fields in this section, as appropriate.

• Invoice Status may be Open, Invoiced, or Paid.

• Clicking on the calendar next to any of the Date fields displays a calendar where you can specify a date.

  

• The Salesperson, Designer, and Truck Operator fields are dropdown lists where you can select specific names.

• Text fields may be edited with the appropriate information.

• Select the Terms for the invoice from the dropdown list.

Invoice Reports

You can preview and print selected reports based on presets you defined in Pricing.

Bill To/Sold To/Shipped To

Enter the appropriate information into each field.

Project Information and Totals are populated based on information entered in Project and Customer information. Some of these fields are also editable.