Articles tagged #INVOICE
Articles tagged
#INVOICE

Providing E-document Subsidiary Preferences Record Access

The administrator can provide access to custom roles for e-document subsidiary preferences record.

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Setting Up Electronic Invoicing Preferences

You are given access to the e-document subsidiary preferences record to view or edit the account level and subsidiary level preferences in the Electronic Invoicing Preferences page.

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Show Child Subsidiary Name on the Email Subject of Invoice Instead of Parent Company Name

In this article you can find alternate solution for Enhancement 313190. The Subject when emailing an invoice shows the Parent Company Name instead of the Child Subsidiary.

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Send Transactions Email to Customers Only With Invoices

Transaction email can be sent to customers through Invoice records only.

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Date Billed Does Not Appear on Print/Email for Invoice

Show the Date Billed field on each line item of an Invoice PDF and Email while the preference for Combine Time Items on Invoices is disabled.

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Update Memorized Transaction to Print or Email Invoices

User needs to update emailing options in invoices. Customer's record was updated but memorized transaction is not.

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Customer deposit shows negative on A/R Aging Report

There was a Customer Deposit that has been recorded and applied to an open invoice.It was noted that the amount of Deposit is greater than the amount of the invoice.This resulted to show a negative amount on the A/R aging report due to the un-applied customer deposit balance.

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Project Management > Charge-Based Billing > Charges Not Available on Invoice Billable Customers pagenagement > Charge-Based Billing > Charges Not Available on Invoice Billable Customers page

When the user is trying to invoice customers for Charged-Based Billing Projects, some of the Charges are not available when navigating to Transactions > Customers > Invoice Billable Customers.

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Cost of Goods Sold GL Impact on Standalone Invoices

A user notices that there is noGL ImpactofCost of Goods Sold (COGS)in a stand-aloneInvoice.

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