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Invoice Types are coded in the Invoice Type tab and relate to the Accounts Payable process. The purpose is to identify invoices as types, which can be individually selected in the Accounts Payable Pay Possibility sub-module. This creates a cheque run with only the selected invoice types.
The Invoice Type tab has the following options:
•Add
•Edit
Use the following steps to add an invoice type:
1. Click on the System tab, click Settings, and select Accounting.
2. Click on the Invoice Type tab.
3. Click on the Edit button to make fields available.
4. Click on the Add New button.
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5. In the new line, under the Type column, enter a unique, four (4) character maximum, alphanumeric code.
6. Enter an invoice type Description.
Note: Click on the Delete icon to remove a line in the grid.
7. Enter a note in the New Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
8. Click on the Save button to confirm the new bank code(s) or click on the Undo button to remove all input information and reset the fields to their default values.
Use the following steps to edit the invoice types:
1. Click on the System tab, click Settings, and select Accounting.
2. Click on the Invoice Type tab.
3. Click on the Edit button to make fields available.
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4. If applicable, update the Type and/or Description for any line items.
5. Enter a note in the New Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
6. Click on the Save button to confirm the changes or click on the Undo button to remove all input information and reset the fields to their default values.