Invoices

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Applies To:     Enterprise     Plus     Basic

Prints invoices from the Client Invoice records.

• Course Code, Course ID, Section ID and Session search fields will search to determine if the invoice contains the data searched.  However, the entire invoice will print unfiltered.  These search fields operate differently because they are recorded at the line item level, not the invoice level.
• Report utilizes the billing address from the Company record for Company invoices.
  
• If the mailing address for a client or company is incomplete, only the name will display without the partial address.  The address must be complete to display on the invoice.
• Overdue: An "Overdue" text will display on the invoice header when the date is greater than the invoice due date or 30 days greater than the invoice date if there is no due date recorded.
• Individual/Grouped:  This report option is only active when using the Regular Invoice template. 
  • When set to Individual, if a client or Company has more than one invoice, each invoice will print separately. 
  • When set to Grouped, if a client or Company has more than one invoice, each invoice will print combined on one invoice with the invoice number appearing in each row of the invoice grid.
• Invoice template Overdue message:
  • For Invoice A method - The Aging Period field controls the number of days above 30 that the “Overdue” text will display in the invoice.  If the value is set back to “Select”, the text will not display.
  • For Invoice B/C method – An onscreen report option allows user to select if “Overdue” or “Estimate” display on the invoice report.  If the invoice is fully paid or void, the “Paid” or “Void” message overrides the user selected message.
• Installment Template:
  • This template will print a list style invoice titled "Payment Plan" combining all the invoices for one client all with the same Course Code.
  • Each invoice that is part of the installment plan must only contain line items for the same course code for Installment Plan template to display correctly.  Users can create installment plan invoices that contain a variety of course codes, however this template will only display properly when one course code is used and matches in each invoice.
  • See Split Invoices / Installment Plan for details on how to create installment plan invoices.

Related Topics

Company Invoices

Basic Concepts of Invoicing

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