Enter the invoice number, or click the Lookup button to list all invoice numbers.
Click the Lot/Serial Search button to search for invoices by lot or serial number. The Lot/Serial Search button is available only if the Sales Order module is integrated with Inventory Management and if Yes is selected in the Retain in Detail field in Accounts Receivable Options.
If Invoice History is selected in the Search for Invoice by Lot/Serial Number In field in Accounts Receivable Options, the Lot/Serial Number List lookup window opens when clicking the Lot/Serial Search button. If Item History is selected in the Search for Invoice by Lot/Serial Number In field in Accounts Receivable Options, the Lot/Serial Inquiry window opens when clicking the Lot/Serial Search button.
Click the Memo button to view, create, or maintain memos. The Memo button is available only if the appropriate memo type has been set up in Memo Manager Maintenance for this task. If a memo already exists for this task, the Memo button appears yellow. If a memo does not exist, the Memo button appears blue. For more information, see Memo Maintenance.
1. Main
This tab displays invoice information such as the customer number, check number, last four digits of the credit card number, and invoice balance. Some information is available only for Accounts Receivable invoices and some only for Sales Order invoices.
For invoices paid by credit card or ACH payment, the last four digits of the card number or payment account can be viewed.
For more information, see Payment Information (Inquiry).
If multiple sales orders were applied to a Sales Order invoice, the word Multiple appears in the Order No. field. If the orders had different purchase order numbers, the word Multiple appears in the Customer PO field. To view the sales order number and customer purchase order number for each line, click the Additional Information button on the Lines tab.
If more than one order with a deposit was applied to the invoice, the total deposit amount appears in the deposit field, and the Deposit Information button appears next to the Deposit field. Click the button to view a breakdown of the deposits by sales order.
2. Lines
This list box displays invoice history information.
If the Enable Bill To Customer Reporting check box is selected in Accounts Receivable Options, the bill-to and sold-to customer number and name appears.
If the Return Merchandise Authorization module is integrated with Accounts Receivable, the applicable RMA number appears for each invoice. The line item information displays the customer action for the RMA.
If the Customer Relationship Management module is installed and the invoice was created from a Sage CRM sales order, ** Sage CRM Customer ** appears next to the customer number, and the Sage CRM user ID and Sage CRM opportunity are displayed.
If the Job Cost module is integrated with Accounts Receivable, the applicable job number and retention amount appears for each invoice.
If the Job Cost module is integrated with Sales Order, the job number and retention amount appears for each invoice updated from the Sales Order module.
Line item detail information for time and material invoices processed through the Job Cost module is summarized as a single line on this window. Invoices processed through the Job Cost module can be printed using the Print button; however, the invoice prints using the invoice format established in A/R Invoice Printing.
You can print invoices only if Yes is selected in the Retain in Detail field in Accounts Receivable Options.
Use the buttons located to the right of the list box to search the invoices based on an item code, view comment text, view lot and serial history, and view additional information for the invoice selected.
For more information, see:
