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Invoice

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Introduction

An invoice represents a billable unit that can be turned into a printed and/or electronic document to ultimately deliver to your clients so that you can be paid. Invoices can then have a Payment and/or Adjustment applied to eventually zero out a Customer account. You can access an invoice from the Dashboard, Billing and the AR windows.

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Usage

There are two main areas in an invoice. The upper portion. (Green square) and the Lower portion (Yellow square).



The upper portion is grayed out and cannot be changed. It is in the yellow area that you can change, and only on a pending invoice, all other types of invoices you will not have a context menu and clicking on a highlighted spot will open up:



All the information on this pane will be grayed out.



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Add/Remove Spot

In a Pending Invoice, you can Add or remove a spot with the Add/remove feature.

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Context Menu

Right-click on a highlighted spot in a pending invoice will bring up the context menu:

• Open: Opens the highlighted spot.
• Add Spot: Opens the Add spot window (see below)
• Trash Spot: Trashed the highlighted spot after an "Are you sure" window.

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Add Spot Pane

This window shows you all the spots you can add to the selected invoice:



To add a spot just highlight the one you want and click the OK button.

Columns

• Standard
  • T. Date: Target Date of the spot.
  • Station: The Station the spot is attached.
  • Line #: Line of the contract this spot is attached.
  • Length: The length of the spot.
  • Rate: The rate of the spot.
  • Start Time: The earliest the spot can run.
  • End Time: The latest the spot can run.
  • Status: The current status of the spot.

No additional columns.

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FAQ

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Additional Information