Work With Transactions - Invoicing

Work with Transactions - Invoicing

Objectives
•    Overview
•    Invoicing Function
•    Invoice Reprint or Delete

Overview
Work with Transactions captures closed work order details (Job Activity) along with miscellaneous fees and groups them together for Invoicing to the land owners.

Invoicing Function

Displays preliminary records by grower for validation of total charges and allows a Balance Forward amount to be added to the Invoice.

 
Clicking the Verify button locks the fields.

Using the Submit button issues message for confirmation of creation of Invoice records.

 

Answering Cancel will return to verify screen and allows you to exit the Invoicing function without committing the transactions.

Answering OK assigns the Invoice No and proceeds to the Invoice print

 

Printer Icon (either) produces the Invoice in PDF format.

First page is the Summary for fees and services by Land, Block or Parcel.

 

Additional pages are the details by Land, Block, Parcel.




 
Invoice Reprint or Delete

To reprint an existing Invoice, choose the Previous Invoice option along with the dates. If Invoice No. is known then entered it and use the Printer to reprint.

 
Otherwise, just click the Submit button

 
Re-Print: Select the Grower from the drop down, click the printer Icon to produce the Invoice

Delete: click on the X next to the Invoice.   This will delete the Invoice and send the records back to Processing for corrections.