When you select Structured Invoice as the type of invoice form to include with a payment transaction, the Structured: Invoices for this Payment Form appears. This is a standard invoice form provided by CitiDirect.
To add an item to the invoice form, click New. The Details Dialog box appears.
In the Invoice Number field, enter the invoice number.
In the Invoice Date field, click the drop-down arrow and select a date from the calendar.
In the Invoice Amount field, enter the amount.
In the Invoice Discount field, enter any applicable discount.
In the Net Amount field, enter the Net Amount (Amount less Discount).
Click Submit. The item appears on the Structured: Invoices for this Payment Form and the Details Dialog box clears.
To add additional items, repeat steps 2 through 7.
Click Cancel to return to the Structured: Invoices for this Payment Form.
To monitor the total amount of the items added to the invoice, click Totals. The Totals Dialog box appears.
Once the Structured: Invoices for this Payment Form is complete, click OK. The invoice form closes and you are returned to the Payments Detail Form. The invoice is included with the payment transaction when it is submitted.
Notes:
To clear all fields on the Details Dialog box, click Clear.
To print the information on the Details Dialog box, click Print.
To edit an item listed on the Structured Invoice Form, select the item, and then click Edit. The Details Dialog box, containing the information for the selected item, appears. Make any changes and click Submit. The edited item is listed on the Structured: Invoices for this Payment Form.
To delete an item from the Structured Invoices Form, select the item, and then click Delete. Confirm the deletion and the item is removed from the Structured: Invoices for this Payment Form.
To cancel the process and return to the Payment Detail Form, click Cancel.
If the Payment Amount differs from the total amount on the Structured: Invoices for this Payment form, a Payment Amount Mismatch dialog box appears.
Click Yes to change the Payment Amount.
Click No to ignore the difference.
Click Cancel to return to the Structured: Invoices for this Payment to modify items so the invoice total agrees with the Payment Amount.