The transaction grid displays the invoices and advances that have been recorded for the selected job. In the Payment Due Date field, enter the MM/DD/YYYY when the invoice must be paid. The Payment Due Date field calculates based on the selected invoice terms.Ĭhange the payment due date. Click Search (F9), it's located at the end of the Job Number field.Ī payment due date is the actual date when the bill is due. Use the Job Number field to enter the job number to invoice. Job numberĪ job number refers to a user-defined code that is created in Connect Project Accounting for reporting resources and transactions associated with a specific job. The Job Costs section displays amounts for the estimated job costs, actual job costs, and previously invoiced. Use Connect Accounts Receivable > Organization > Terms to add the new term. Select the appropriate payment terms from the Invoice Terms drop-down list. What are the terms for payment for this customers? Invoice termsĪ term defines the terms and conditions for payment, including payment due dates, discounts, and payment period. ![]() Use the Invoice Number field to type in a unique invoice number. Invoice numberĪn invoice number is a number that is assigned to an itemized list of goods shipped that usually specifies the items, quantity, price, and terms of sale. Use the Invoice Description field to enter a word or phrase (50 characters or less). Click on the Invoice Date field to enter a MM/DD/YYYY.Ī description is a word or phrase that describes the character or features of the record. The Invoice Date is the date the system will use to record the entry.ĭo you want to use the current date as the transaction date? Use Connect Accounts Receivable > Organization > Category to add a new category record. Use the Category field to select a category name. Use the Invoice Category to choose a billing category for the invoice. ![]() Use the Invoice Based On drop-down list to select Actual Job Costs.Ī category is distinct class to which invoices, vendors, transactions, and so on may belong. īase the invoice amount on the actual job costs. Use the Invoice Based On drop-down list to select Estimated Job Costs. The based on option allows you to determine the invoice amount based on the estimated job costs or actual job costs.Įstimated Job Costs = Estimated Job Costs − Previously Invoiced AmountĪctual Job Costs = Actual Job Costs − Previously Invoiced Amountīase the invoice amount on the estimated job costs. The base is the option that serves as the basis for calculating the invoice amount. Use the Invoice Amount field to enter an amount. The invoice amount is the amount to be billed on the invoice. The Customer Information section displays the name and address of the Accounts Receivable customer. Use the AR Customer menu to select Enter Invoices. ![]() I need to enter invoices directly into Accounts Receivable. Use the AR Customer menu to select Add New. Use the AR Customer menu to select Search. Use the AR Customer field to enter the customer number that is assigned to the customer in the Accounts Receivable application. In order to use this routine, the customer record must be saved in the Accounts Receivable > Customers table. The AR Customer refers to a record that is set up for a customer in the Accounts Receivable application. Use Connect Accounts Receivable > Customers > Enter Invoices to edit the invoice properties. Use the Accounts Receivable application to delete the invoice. Use Connect Accounts Receivable > Customers > Enter Invoices. ![]() Use the Accounts Receivable application to edit the properties assigned to an invoice. Fill in the job number, Accounts Receivable customer number, and invoice information. Open Connect Project Accounting > Jobs > Invoice customer for Job Costs.Ģ. How do I make an Accounts Receivable category available in Project Accounting?ġ.How do I invoice a customer for job costs?.
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