The Miscellaneous Invoicing form may be used to generate/print both an invoice and a credit note as well as simply generating an estimate. The following procedures should be followed:
What do you want to do?
The following step by step process should be followed:
From the Miscellaneous Invoicing form select the
icon.
The Create form is displayed.
Select the Invoice option.
The Miscellaneous Invoicing form is displayed.
Enter as many details in the miscellaneous invoice header as required.
Typically, the miscellaneous invoice may be linked back to an existing agreement via the Agreement Number field. Alternatively, a miscellaneous invoice may simply be produced for a Sales Account.
Select the New Line command button to display the Amend Invoice Line form and add a charge line and associated values to the invoice.
Up to 10 charge lines may be added to the Miscellaneous Invoice.
Select the 
icon.
The Print form is displayed.
Select the Estimate option.
An Estimate Printed form is displayed; this form displays the record number.
The estimate is printed and the record number is now displayed in the Title Bar.
The record that has been created may now be seen in the Miscellaneous Search form. Notice it has a document Type of O to denote Open and it does not have an Inv Date or Invoice number.
The Estimate may subsequently be retrieved via the Miscellaneous Search form and progressed into an Invoice.
The following step by step process should be followed:
From the Miscellaneous Invoicing form select the
icon.
The Create form is displayed.
Select the Invoice option.
The Miscellaneous Invoicing form is displayed.
Enter as many details in the miscellaneous invoice header as required.
Typically, the miscellaneous invoice may be linked back to an existing agreement via the Agreement Number field. Alternatively, a miscellaneous invoice may simply be produced for a Sales Account.
Select the New Line command button to display the Amend Invoice Line form and add a charge line and associated values to the invoice.
Up to 10 charge lines may be added to the Miscellaneous Invoice.
Select the icon.
The Print form is displayed.
Select the Invoice option (an Estimate can be printed prior to generating an invoice if required).
An Invoice Printed form is displayed; this form displays the invoice/document number.
The invoice is printed and the invoice/document number is now displayed in the Title Bar. The system closes the current invoice and returns to the Miscellaneous Invoicing form.
The record that has been created may now be seen in the Miscellaneous Search form. Notice it has a document Type of I to denote Invoice and it now has an Inv Date and Invoice number (not to be confused with the record number).
The following step by step process should be followed:
From the Miscellaneous Invoicing form select the
icon.
The Create form is displayed.
Select the Credit option.
The Miscellaneous Invoicing form is displayed.
Enter as many details in the miscellaneous credit header as required.
Typically, the miscellaneous credit may be linked back to an existing agreement via the Agreement Number field. Alternatively, a miscellaneous credit may simply be produced for a Sales Account.
Selection of the ![[...]](Ellipsis.gif){kind=small}
immediately to the right of the Invoice Number field displays an Invoice Search
form. This displays all of the invoices that have been generated against the currently selected
Sales Account and allows selection of an invoice to be credited. If the miscellaneous credit is
linked directly back to an agreement (via the Agreement Number field) then the
system simply displays the Amend Credit Note
Line form for selection of a charge code to be credited.
Enter a Credit Reason Code. This is a mandatory field for the
production of a credit note. A credit note reason must be input and the
icon is not enabled
unless this field is populated. Selection of the
immediately to the right of
this field displays a Credit Note Reasons form which displays all of the current available
credit notes reasons set up within the Credit Note Reasons
table.
Select the New Line command button. One of two forms are displayed: if an Invoice Number has been selected for the credit note then the system displays a Select Credit Lines form. This form display only those item lines that are present on the Invoice Number that has been selected. Click on the item line to be credited (a tick is placed against the line in the grid) and select the OK command button. This item line is now added to the grid. However, if the Invoice Number field is not populated then the system simply displays the Amend Credit Note Line form for selection of a charge code to be credited.
Select the icon.
The Print form is displayed.
Select the Credit Note option.
A Credit Note Printed form is displayed; this form displays the credit note/document number.
The credit note is printed and the credit/document number is now displayed in the Title Bar. The system closes the current credit note and returns to the Miscellaneous Invoicing form.
The record that has been created may now be seen in the Miscellaneous Search form. Notice it has a document Type of C to denote Credit Note and it now has an Inv Date and Invoice number (not to be confused with the record number).
