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Page Revision: Thu, 28 Jul 2011 14:18

Table of Contents [Hide/Show]    General Description    Fields/Filters/Buttons    Void an AR Invoice

General Description¶

Default Menu Location Transaction ==> Accounts Receivable ==> Edit Invoice Headers

Screen Name INVMAST

Edit Invoice Headers

Function This screen is used to edit the headers on any invoice that has been created and also used to void an invoice and create a credit memo. It can also create sales tax credits.

Enter the invoice number and click Edit button to change the header.

You may type a question mark (?) in the Invoice Number field to display a list of all invoices created.

When you are finished, click Save and the Output button to view what the invoice now looks like.

Fields/Filters/Buttons¶

CC Credit Card Processing: Click the Credit Card icon to process a credit card transaction for the sales order. An integrated credit card processing software package is required.

TxCr Sales Tax Credit: Click this icon to issue a sales tax credit for this invoice

Invoice Number: The number on the invoice (You cannot edit this field!)

Bill To: The customer being billed for this invoice (You cannot edit this field!)

Ship Via: Shipping Method that appears on the invoice (Click Edit to change)

FOB: Freight on Board terms that appear on the invoice (Click Edit to change)

Terms: Payment Terms that appear on the invoice (Click Edit to change)

Order Date: Entry date of the Sales Order (Click Edit to change)

Comment Code: Customer Comment code that appears on the invoice (Click Edit to change)

Customer PO: Customer purchase order number that appears on the invoice (Click Edit to change)

Sales Person: Salesperson that appears on the invoice (Click Edit to change)

Remarks: Click Edit to add/change

Order #: Sales/Service order number (Click Edit to change)

Billing Cycle: Billing cycle that was entered when creating the invoice (Click Edit to change)

Header Note: A note that appears on the invoice (Click Edit to change)

Void an AR Invoice¶

An AR Invoice may be voided if a payment has not been applied to it.

To void the invoice, go to the Edit Invoice Headers screen (Transaction >> Accounts Receivable >> Edit Invoice Headers).

Enter the invoice number and press Enter.

Click the FORMATTER ERROR (Malformed Image Tag).

Click Yes when asked if you want to Issue Credit and Unship/Bill.

Enter a Credit Memo Date and press Enter. It will default to today's date.

Click Yes if you want to Reopen the Sales Order on the voided invoice.

Click Yes to Apply the Credit Memo to the voided invoice.

If you want to edit the original sales order on the invoice, double click the Order# link to display the sales order.

The SO will be unshipped and you can edit anything you like.