How do I set up invoice options?

Enter Invoices

Use the Enter Invoice Options dialog box (Options button or press F12) to change the way the Enter Invoices routine works. You can set the default values and entry options.

Whole Dollar Mode

Select the Whole Dollar Mode checkbox to enter amounts as whole dollar amounts. This option will round up amounts that are equal to or greater than 0.50 and round down amounts that are less than 0.50.

To enter amounts as is, do not select the Whole Dollar Mode checkbox.

Published 13Nov2018

Split Mode

Select the Split Mode checkbox to change the default entry mode to create multiple sequences on the same invoice. See also the help topic titled How do I enter invoices using Split mode?

Save invoice when this field is entered through x

Select the entry field that you'll use to enter a blank value when you're done entering sequences on the invoice and you want to save your work and start a new invoice.

Published 13Nov2018

Collapse all details in Redisplay

Select the Collapse All Details In Redisplay checkbox to change the default setting to open the Redisplay transaction grid showing the transaction summary (one line per invoice).

Deselect the checkbox to change the default setting to open Redisplay showing the transaction detail.

Published 13Nov2018

Default current date for invoice date

Published 13Nov2018

Default allow partial payments checked

Select the Default Allow Partial Payments Checked checkbox to always select the Allow Partial Payments checkbox when you run Enter Invoices. See also the help topic titled How do I change the default to allow partial payments?

Deselect the checkbox to not allow partial payments.

Published 13Nov2018

Default bank

Use the Default Bank drop-down list to select the default bank for entering invoices. The default bank must be included in the Banks table in Organization.

Published 13Nov2018

Add Asset

This option is available when the interface to Asset Management is set up.

Set up the default options to allow users to add assets to the Asset Management app. See also the help topic titled How do I add an asset? and How do I create new asset records from an invoice?

Published 13Nov2018

Inventory options

This section is available when the interface to Materials Management is set up.

Set up the options in this section to create transactions in the Materials Management app when the invoice is saved.

Update Materials Management When Finished

Select the checkbox to create transactions in the Materials Management app when you exit Enter Invoices.

Received Date

Select which date to use as the received date on the transaction that will be created in Materials Management. You can use the input date, invoice date, or ask the user which date to use as the received date.

Published 13Nov2018

Invoice copy fields

Set up the default option to copy the values from fields on the current invoice to the same fields on the new invoice. You can edit all of the copied values.

Published 13Nov2018

Invoice detail copy fields

Like the Invoice Copy Fields, you can set up the default option to copy the values from fields on the current invoice detail to the same fields on the new invoice detail. You can edit all of the copied values.

Published 13Nov2018