Edit Invoice

To edit an existing price list,  click the View Invoice link in the Financial Management section on the Start Page.

The Pending Invoices window will open.

To edit an Invoice, select the Invoice from the grid and click on the Edit Invoice button.

The Edit Invoice window will open.

This window allows editing the properties of the existing Invoice. 

General Tab

General Info

Invoice No.

Click  button. The Counter text  window will open.

This window allows assigning the Counter No either manually or it will be assigned automatically.    

Creation date, Entered by, and Account  fields are read-only. They cannot be changed.

In the Completed On field you may choose date.

 Invoice Status

In this field you may choose Invoice status: Pending and Paid.

In the Payment Date field you may edit the date.

In the Remarks field you may edit or add a new remark concerning current Invoice.

Work Orders

Select Pending or Posted Work Orders In/Out to edit Invoice for.

Invoice Info

In this section you may edit the information about Sales Person, Requester and Authorized by.

Sales Person, Requestor and Authorized By may be be chosen from the Contacts that were entered into the contacts list.

Invoice Reference

To edit a new Invoice Reference, choose the reference and click Edit button.

The Add/Edit Reference window will open.

Edit a Reference Type; enter the Reference No into the field. 

Then click OK. 

If you want to create a new Reference Type, double-click on the Pencil icon or press Alt + Enter to edit the list.

Carrier Info

To edit a new Carrier Info, click Edit.

The Add/Edit Carrier Info window will open.

Carrier is a name of the company carrying the freight. The Carrier Name may be chosen from the contacts that were entered into the contacts list. 

Carrier Address and Initials

The Carrier Address and Initials fields are filled in when Carrier is chosen. 

These fields cannot be edited.

Shipping Method

The Shipping Method indicates which transportation method the carrier uses.

This field contains the Pencil icon. Double-click on the icon or press Alt+Enter to edit the following list. 

 

In this window, you can Add, Edit or Remove Shipment Methods.

 

To add a new Shipping Method to the list, click on the Add button. A window with a text box will appear.  

In this window, you may enter the appropriate name or description of the method. Then click OK.

To edit a description, click on the Edit button. The next window will appear.  In this window, you may edit the name or description of the item. 

To remove a description, first select the description to be removed from the list. Then click Remove.  

A message box will ask to confirm your decision to remove the item.  Click Yes to delete or No to cancel the deletion of the item.

Note: If shipping method has an activity, it cannot be deleted.  

Note: In order to save the Add/Edit Carrier Info , you need to fill in, at least, one field. 

Payment Method

The Payment Method  indicates which payment is used. 

This field contains the Pencil icon. Double-click on the icon or press Alt+Enter to edit the following  list. 

In this window you can Add, Edit or Remove Payment Methods.

To add a new Payment Method to the list, click on the Add button. The next window will appear.  

In this window, you may enter the appropriate name or description of the method. Then click OK.

To edit a description, click on the Edit button.  The next window will appear. In this window, you may edit the name or description of the item.

To remove a description, first, select the description to be removed from the list. Then click Remove.

A message box will ask to confirm your decision to remove the item. Click Yes to delete or No to cancel the deletion of the item.

Note: If a payment method has an activity, it cannot be deleted. 

Additional fields in the Carrier Information Form:

Seal Number, Trailer Number, Driver Name, Carrier Bill of Lading (CBL), Bill of lading Instructions, and Remarks.

Fill in these fields.  

The Bill of Lading Instructions are also displayed in the reports.

Shipping Info

Shipping Info may be chosen from the Contacts that were entered into the contacts list.

In the Attention field (ATTN) you may edit a person’s name. This information is displayed in the reports.

Custom Broker Info

To edit a new Custom Broker, select Broker and click Edit button. 

The Add/Edit Custom Broker window will open.

 

Custom Broker section

The Custom Broker may be chosen from the contacts that were entered into the contacts list.   

Custom Broker Type section

This section allows defining the location of the chosen custom broker. Click on the drop-down arrow and choose the necessary country from the drop-down list.   

 

Then click OK.  

Invoice Items Tab

You may edit some fields.

For example, you may edit the Quantity field:

Clicking on the Add All button allows adding all Work Order entry to the Invoice.

 

 

If you want to remove the entry, click  the Remove Entry button. The open window will ask you to confirm the removing. Click Yes. The Entry will be removed.

 

In the Totals section  you may edit Subtotal Price, Tax and Grand Total Price.

Payment Terms Tab

Select Payment Method from the drop-down list.

To save changes , click on the  button.

For additional information, click on the following links:

Invoice

Add a new Invoice