Configure Invoice Extras (Config)

Overview

Updated 04/24/2023

 

Click on the links below for more information

We have 7 available invoice extra options that can be used by clients. There are technically 8 total, but the first is reserved for the PO Number. The other 7 can essentially be used for anything the client wants provided their custom created extra value has the appropriate system name.

 

  1. Click on the Admin Tools button



  2. Click on Config Choice



  3. While on the Detail tab, click on the Add New button



  4. Fill out the following fields:
    1. Category = CustomerOrderExtra
    2. Choice Code = InvoiceExtra3 [Name appropriately for configuration]
    3. Description = InvoiceExtra3 [Enter any Description]
    4. Select all the Branches this applies to
  5. Click on the Save button



  6. Click on the ChoiceProperty Tab



  7. Fill out the following fields:

    1. Main Category = CustomerOrderExtra [as configured above]

    2. Choice Code = InvoiceExtra3 [as configured above]

    3. Category = InvoiceExtra [Determines where the config choice entry will be shown in the Extra tab]

    4. CopyToTransaction = True [Makes it visible under Time Entry > Card View > Extra]

    5. SubCategory = Customer [Makes it available in Customer > Extra]

    6. SystemName = InvoiceExtra3 [this cannot be a duplicate or it will not display the value on the Invoice.]

       

  8. Tab|Tab|Tab to save
  9. Click on the Detail Tab



  10. Click on the Add New button



  11. Fill out the following fields:
    1. Category = InvoiceDisplayItem
    2. Choice Code = InvoiceExtra3 [to display above config]
    3. Description = InvoiceExtra3 [Enter any Description]
  12. Click on the Save button



  13. Go to the Customer record
  14. Click on the Extra section



  15. Fill out the following fields:

    1. Label = InvoiceExtra3

    2. Value = Free Text - enter value to display on invoice

       

  16. Tab|Tab|Tab to save
  17. Click on the Billing Setup section



  18. Select InvoiceExtra3 field

     

  19. Tab|Tab|Tab to save
  20. Click on the Sheet View section



  21. Allocate Pay Units to the employee(s) to pay them



  22. Click on the Card View section



    1. The Extra field should appear configured for the transaction



  23. Click on the Sheet View Tab



  24. Click on the Close Batch button



  25. Click on the New Batch button



    1. Continue the regular process
      1. Select Transactions
      2. Process Invoice



  26. Click on the Invoices section



  27. Double click to open the Invoice



    1. Notice the new line item

 

 

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