TW - W.O. Invoice Totals and Services


Texada Web Stand-Alone Menu -> TW- Work Orders -> TW- Work Order Details -> Invoice W.O. button -> TW - W.O. Invoice Totals and Services

Once the Texada Web Work Order has been completed and converted to an invoice the Invoice Summary is generated with the payment options.

The Invoice #, Customer # and name display for easy reference.
The prompts are:

SALES
The total amount for the parts used displays.

SERVICES
The total services amount to be charged displays.

SERVICES Window
Note: This is display only for W.O. Invoices.

The Services billed from the Work Order are listed by Service code with the description, quanitity, price each and the extended amount.

Expanded Services Record
Click EXP/CON or press <F9> to review the Notes and print flag, and the Division and the Tax codes with exemptions for each service.

DISCOUNTS
The total discount to be given displays.

TAXES:
The total tax amount to be charged displays.
The tax details can be viewed in the Tax window, as outlined in Invoice Taxes.

TOTAL CHARGES
The total charges for the invoice displays.

The invoice total can optionally be automatically rounded to the nearest 5, 10, 25, 50 or 100 cents as defined in the Company Invoice Parameters using a Service Code to absorb the rounding difference.


LESS DEPOSIT
If this invoice originated from a contract, and if a deposit was entered on that contract, the amount outstanding will display.
Accept this amount. Usually the deposit is applied against the FINAL rental return.
If the customer has paid too much deposit, when this amount is accepted a refund will be issued as the Balance Due.

BALANCE DUE
The Balance Due is the total invoice amount less the deposit applied amount.

WEIGHT
The total weight of rental and sales products on the invoice is displayed, only if the flag in the Company Inventory Parameters is set to display the weight.

ON ACCT
Check this box if this invoice is to be charged On Account and is to be posted to Accounts Receivable for the customer.

Uncheck this box if this invoice is already paid or is to be paid now.
If the customer is set to be a Cash customer in Customer Information, then this invoice should not be put on account.


AMOUNT ON ACCT
If charging against the customer's account, accept the full Balance Due to charge or enter a partial amount to be charged.
This field is skipped for Cash Customers.

TERMS CODE
Accept the terms that default from the customer's record in Customer Information, or select a terms code from the drop-down list.
This field is disabled if the On account amount is zero.

PAYMENT AMOUNT
If the total Balance Due for the invoice is On Account, then the fields relating to Method of Payment will be zero.

Any outstanding balance not covered by the On Account amount, is displayed.
Enter the payment methods and amounts in the window as outlined in Invoice Payment window.


COMMENTS
A window is provided to view and enter in any comments or notes, as outlined in Invoice Comments.

PRINT
A printer can be selected from the Printer option located on the menu bar at the top of the screen.
Check this box to print this invoice now.

Uncheck this box to skip printing this invoice at this time.
The invoice can always be reprinted later by selecting Print Invoices.


EMAIL
This field is only enabled when the Use Contact Document Emailing feature is activated in the Company Email Configuration.

Check this box to email this invoice now to the appropriate contacts as flagged in the Contact Information for this customer/site, using the Compose Email tool.

Uncheck this box to skip emailing this invoice at this time.
The invoice can always be emailed to the contacts later from the Print Invoices utility.

Note: If both the Print and the Email boxes are checked, and the print output selection is to Email as PDF then the document is emailed to the Contacts and to prevent duplication the 'Email as PDF' is ignored.


Topic Keyword: FRSIH03 (6626)
Converted from CHM to HTML with chm2web Pro 2.85 (unicode)