Invoice History Inquiry (Customer Maintenance) - Fields Home | FAQs & Troubleshooting

 

Invoice History Inquiry (Customer Maintenance)

Invoice History Inquiry List Box

This list box displays invoice information for the selected customer.

• If the Job Cost module is integrated with Accounts Receivable, the applicable job number and retention amount appears for each invoice. Line detail information for Time and Material invoices processed through the Job Cost module is summarized as a single line.

• 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. The retention amount appears only if the Track Job Cost Retention Receivables check box is selected in Accounts Receivable Options.

• 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 you are using the bill-to/sold-to feature, the invoice history will appear only for the sold-to customer.