User Defined Invoice Forms

When you select an invoice form that you defined, fields specific to that form appear.  Use the Invoice Types Library to define invoice forms.

1. To add an item to the invoice form, click New.  The Details Dialog box, containing all fields for the invoice form, appears.

2. Enter information in all fields.

3. Click Submit. The item appears on the (User Defined Name): Invoices for this Payment Form.

4. To add additional items to the invoice form, repeat steps 1 through 3.

5. Once the (User Defined Name): Invoices for this Payment Form is complete, click OK. The invoice form closes and you are returned to the Payment Detail form. The invoice is included with the payment transaction when it is submitted.

6. To edit an item, select the item and 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 Invoices for this Payment Form.

7. To delete an item, select the item and click Delete. Confirm the deletion and the item is removed from the Invoices for this Payment Form.

8. To cancel the process and return to the Payment Detail form, click Cancel.

Notes:

• If you indicated that an invoice column should total when you defined the invoice form, a total appears at the bottom of the invoice form as each item is added.

• If Validate Total was selected for a field when the invoice form was created and the Payment Amount differs from the total amount on the invoice form, a Payment Amount Mismatch dialog box appears.

• Click Yes to change the Payment Amount to agree with the invoice total.

• Click No to ignore the difference.

• Click Cancel to return to the Invoices for this Payment form in order to modify items so the invoice total agrees with the Payment Amount.