Overview
Updated 04/24/2023
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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.
- Click on the Admin Tools button
- Click on Config Choice
- While on the Detail tab, click on the Add New button
- Fill out the following fields:
- Category = CustomerOrderExtra
- Choice Code = InvoiceExtra3 [Name appropriately for configuration]
- Description = InvoiceExtra3 [Enter any Description]
- Select all the Branches this applies to
- Click on the Save button
- Click on the ChoiceProperty Tab
-
Fill out the following fields:
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Main Category = CustomerOrderExtra [as configured above]
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Choice Code = InvoiceExtra3 [as configured above]
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Category = InvoiceExtra [Determines where the config choice entry will be shown in the Extra tab]
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CopyToTransaction = True [Makes it visible under Time Entry > Card View > Extra]
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SubCategory = Customer [Makes it available in Customer > Extra]
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SystemName = InvoiceExtra3 [this cannot be a duplicate or it will not display the value on the Invoice.]
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- Tab|Tab|Tab to save
- Click on the Detail Tab
- Click on the Add New button
- Fill out the following fields:
- Category = InvoiceDisplayItem
- Choice Code = InvoiceExtra3 [to display above config]
- Description = InvoiceExtra3 [Enter any Description]
- Click on the Save button
- Go to the Customer record
- Click on the Extra section
-
Fill out the following fields:
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Label = InvoiceExtra3
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Value = Free Text - enter value to display on invoice
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- Tab|Tab|Tab to save
- Click on the Billing Setup section
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Select InvoiceExtra3 field
- Tab|Tab|Tab to save
- Click on the Sheet View section
- Allocate Pay Units to the employee(s) to pay them
- Click on the Card View section
- The Extra field should appear configured for the transaction
- The Extra field should appear configured for the transaction
- Click on the Sheet View Tab
- Click on the Close Batch button
- Click on the New Batch button
- Continue the regular process
- Select Transactions
- Process Invoice
- Continue the regular process
- Click on the Invoices section
- Double click to open the Invoice
- Notice the new line item
- Notice the new line item
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