Details Tab - Invoice Header

Invoice Number
The system will generate the next AR Invoice Number from either the Location or the Profit Centre of the user.
Job
Enter or select [F4] for the job you wish to invoice.
Client
The Client Code of the Client attached to the Job selected will be displayed but can be changed if you want this invoice to relate to a different client.
Address
These details will be displayed as the default when the Job is selected, and may be modified as necessary.
Billing Contact
These details will be displayed as the default when the Job is selected, and may be modified as necessary.
Approved/By Me button
If the Invoice is to be approved at the time of creation, select a Name from the list. Alternatively, if the person Logged On is to be shown as having Approved the Invoice, "press" the By Me button and this person's name will be placed in the Approved field.
Invoice Format
The Invoicing is based on a number of standard formats. These are called Invoice Types. Select one which best suites the type of Debtor and the style of invoice they require. A default entry will be made on the basis of the Invoice Type set on the Job Master.
Invoice Title
When the Job is selected, this field is filled with the Invoice Description from the Job. This data will print as a main heading in the body of the Invoice. The description may be altered if necessary.
Job Status
The current Job Status is displayed and is available for resetting if required.
Invoice Date
The current date will be provided by the system as a default. The date may be altered if necessary.
Invoice Period
The Financial Period to which the invoice date relates
Batch No
This field will be blank until the invoice is batched. The batching is controlled by the Control Parameters. See the Batching Notes in this User Guide.
Batch Period
The Financial Period of the Batch containing the invoice will be displayed
Job Value
The value of the Job from the Job Maintenance screen will be displayed in this field. Note that is not the Estimate value from Estimates Entry.
Claim No
Where the invoice is a Contract Claim, this contains the sequential Claim No
Paid
A checkbox indication this invoice has been paid
Inv Status
There are 5 invoice Status stages. Entered; Approved; Sent; Updated & Deleted. The current Status will be displayed in this field. As processing stages are reached, the system will update the Inv Status
FC Rate
The FC conversion rate for the displayed FC Code
FC Code
The currency on this invoice, defaulting from the job
Invoice Trans To Date
Where the Control Parameter 'Use Invoice To Date' is set to Yes, this defaults to the end date of the Period on the invoice for Input and Output Based Billing Types. This filters the transactions to be billed.
Due Date
The Invoice Due date based on the default payment terms for the Client. Can be changed
Order Number
The Client's Order Number attached to the Job selected will be displayed here if the data exists.
Claim Reference
The Reference on this Claim
Debt Status
The current Debt Status on the Client
Client Approval
Memorandum flagging of this invoice as being Approved or Unapproved by the Client. Not to be confused with internal approval of the invoice. Can be filtered by this in Edit View Job Invoices
Billing Type
From the Charge Type set on the Job, and determines the invoicing method to be used.
Fixed
Ticked if the FC Rate on this invoice is to be fixed.