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Overview
The Client Invoice Wizard is a quick and easy way to distribute a payment.
Field Descriptions
Header
| • | Check Amount - Amount of the received check that is going to be applied. |
| • | Distributed Amount - Running calculation of the Amounts entered in the Projects grid. Read Only. |
| • | A/R Account - A/R Account in the Header of the invoices that will populate the window. |
| • | Include Closed Invoices - When checked, closed invoices using the same AR account for the same Payer will display. |
| • | Spread - When selected, the wizard will attempt to spread the amount across the available invoices. |
| • | Pay off - When selected, the wizard will attempt to pay off the selected invoice. |
Invoices
| • | Invoice No. - Invoice Number of the Sales Journal. |
| • | Invoice Date - Invoice Date of the Sales Journal. |
| • | Balance - Unpaid Balance of the Invoice. |
| • | Original Invoice Amount - The original invoice amount before any payments were applied. |
Projects
| • | Project Path - Project that is to be paid on the Invoice. |
| • | Invoice Date - Invoice Date of the Sales Journal. |
| • | Balance - Unpaid Balance of the Invoice. |
| • | Amount - Amount to be applied to the invoice. |
| • | Rev. Type - This allows you to earmark how much of a receipt should be considered a certain revenue type. This affects revenue allocation in the new Pay When Paid reports. |
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