Invoice Copy
The Invoice Copy allows you to copy an invocie from one customer to another or to the same customer.
Period
Enter the period you are posting the invocie.
Receivable Group
Your default receivable group will appear here. If you are authorized to change the group code, you may do so by re-keying the field or typing '00' at the field to change..
Cust. No.
Enter customer account to copy invocie from. If customer number unknown, press the <Ctrl+F> key.
The system will provide all customer information.
Invoice No
Enter the invoice number to copy, if unknown, press the Ctrl+F> key to view created invoices.
Copy To:
Customer No. Enter customer to copy Invoice If customer number unknown, press the<Ctrl+F> key
Invoice No. Enter NEW Invoice number to or hit enter to auto increment.
Billing Date
The system date will be provided. Enter to accept the system date or enter the desired billing date.
Due Date
The system date will be provided. Enter to accept the system date or enter the desired due date. If option 10 is setup in the master profile the due date will default as the billing date advanced by the number of days specified.
Discount %
Enter the percentage of the applicable discount followed by a '%' sign.
If no discount is available, <Enter>.
Discount Date
If a discount is available, the system will provide the date. To select the system date, <Enter> or enter the desired discount date.
Interest
Enter 'Y' or <Enter> if interest is applicable or enter 'N'. This option can be set to default to 'Y' or 'N' by setting up option 11 in the master profile.
Enter 'Y' to flag this invoice for printing.
Source
Enter the source coding for this invoice.
NOTE: Source codes are set up in the Database Maintenance section <Ctrl+F> to find list.
Description
Enter an overall description of this invoice and enter <Enter>.
Next/Cancel/Clear/Attachments
Click Next to move to distribution page
Click Cancel to exit out of the program
Click Clear to start over and clear data
Click Attachments to upload supporting documents
Line Item/Description
Click Add Line to add line detail.
Click Add Description for special description.
Click Modify to update line highlighted.
Click Save to continue to next process.
If Choice is Line
Quantity
Enter the number of units required.
Purchase Unit
Enter the unit of purchase.
Unit Price/Service Amount
Enter price per unit.
GL Account
Enter applicable GL account.
Tax Code
Enter applicable tax code.
Description
Enter line description.
GST: Goods and Services Tax
This amount will be automatically calculated by the system. The tax code is taken off the GL account or, if there is no tax code available, it uses the tax code from the master profile. This field can only be changed by clicking into the field.
Note: If Fields 01-04 are modified, the GST will be recalculated.
Field To Change
Click into field to change.
If Choice Is Description
Description
Enter detail information that should appear on an invoice but does not affect the 'to' totals.
Save or Cancel to Exit
The system will provide the detail line viewing screen. The user may now make changes to any information listed on the invoice.
Attachments
Click on the attachment button to apply any corresponding documentation to the Invoice.
Save/Cancel/Attachments
Click Save to accept invoice.
Click Cancel to cancel invoice.
Click Attachment to upload supporting documents
Print/Email must be enabled https://atrieve.powerschool-docs.com/atrieve-global/latest/accounts-receivable-email-invoice-cash-receipts