Client Invoices / Finance Charges Window - New Tab
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The Client Invoices / Finance Charges Window - New Tab is used to generate all new Client Invoices in Design Manager. Further, any unaccepted Client Invoices can also be revised or deleted from this tab prior to posting. Finance Charge Invoices for outstanding Client Invoices can also be created using the Generate Finance Charges Window accessed through the Finance Charges button on this window.
Fiscal Month: Like all Transaction Posting Windows in Design Manager, the Fiscal Month into which the Client Invoices on the New Client Invoices Grid will be posted is displayed in the top left corner of the New Tab. Depending on the settings on the Company Information Window - Fiscal Month Tab, the Fiscal Month will either default to the current Company Fiscal Month or to one month after the last Closed Fiscal Month. If the user has the Allow Fiscal Month Changes Password Attribute unlocked, the Fiscal Month can be changed as desired.
The New Client Invoices Grid dominates the New Tab of Client Invoices / Finance Charges Window and displays all unposted Client Invoices for the current Design Manage user. Note: Each user maintains their own list of Client Invoices on the New Client Invoices Grid and will not view other users' Client Invoices. The New Client Invoices Grid has the following columns:
Add Invoice (Add Inv.) and Edit: The Add Invoice and Edit buttons will display the New Invoice Window to create a new Client Invoice or revise the selected Client Invoice on the New Client Invoices Grid, respectively. Until the Client Invoices are posted, any revisions will be done from the New Tab of the Client Invoices/ Finance Charges Window.
After posting, a Client Invoice cannot be revised. If the pricing information on the Invoice is incorrect, it must be voided on the Existing Tab of the Client Invoices / Finance Charges Window and recreated properly as described later in this chapter. If you need to update Item Descriptions, Remarks for the Invoice once posted, see Adjusting and Updating a Client Invoice.
More information is available under the New Invoice Window below.
Delete: Upon selecting a Client Invoice and clicking the Delete button, you will be asked "Are you sure that you want to permanently delete the current record?". Clicking Yes will remove the Client Invoice from the New Client Invoices Grid while selecting No will leave the Invoice unaffected.
Journal: Click the Journal button to print the Client Invoice Posting List Report. The Client Invoice Posting List Report can be printed to list each of the Invoices on the New Client Invoices Grid or to also list each Item within the Invoice by selecting List Invoices and List Items respectively. Note: If the Require Journals option is selected on the Company Advanced Options Window - General Tab, the Journal must be sent to the printer prior to posting the Client Invoices. All Posting Lists always default to be sent directly to the printer rather than being displayed in the Print Preview Window.
Print/Post: Clicking the Print/Post button displays the Print Client Invoices Window from which the Invoices will ultimately be printed. A full explanation is available under Printing and Posting Client Invoices later in this chapter.