Description
The Invoice for Retainage is a way to invoice a client for retainage at the end of the project. You have the option create a posting entry against the Retainage account in the Sales Journal. Style 1 looks similar to the standard invoice designs that come "out of the box" with InFocus.
Prompt
Accounts
| • | A/R (required) - Accounts Receivable G/L Account to be used when creating the Retainage entry. |
| • | Retainage (required) - Retainage G/L Account to be used when creating the Retainage entry. |
Project Info
| • | Project (required) - Project that the Retainage Invoice is going against. |
Sales Info
| • | Invoice No (required) - Invoice Number to be used on the Invoice. |
| • | Amount (required) - Amount to be used on the Invoice. Note: This field auto-populates with the Total Amount going against the Retainage G/L Account on the selected project. This amount can be overridden. |
| • | Invoice Date (required) - Invoice Date to be used on the Invoice. |
| • | G/L Period (required) - G/L Period for the entry to fall within. |
| • | Retainer Verbiage - Test that will show up as a note on the invoice. |
| • | Post Entry - When checked, a Sales Journal entry will be created to reflect the invoice. |
Report
Sample(s)
|