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Reference Guide

(C) 2006
 

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Edit Invoice (CSR Menu)
 
Purpose: To edit any open invoice for any given customer billing account.
 
Access Menu:  (start form Main Menu Screen)
Note: only late charge changes are allowed.
Tip: Late Charges cannot be removed if payment has been applied, to remove late charges, do so before posting payments.
 
Edit Invoice (Main) Section
 
 
Billing Address:
  • Company name.
  • Address line 1
  • Address line 2
  • City , State and Zip
AR Balance Section

  • Open AR's, current open invoices for this customer.

  • Open Credit's, current open credits for this customer.

  • AR Balance, current account balance for this customer.
Selecting Invoices to Edit...
Note: only open invoices are displayed.
  • Highlight the invoice you wish to edit.
  • Select the Edit button.
Command Buttons
  • Save select this to save all changes made for this session.
  • Note: not activated until changes have been made to at least one invoice.
  • Quit select this to quit without saving any changes made for this session.
Edit Invoice Detail Section
 
This displays after selecting the Edit button on previous screen.
Note: You can only edit the late charge item of any invoice.
 
Late Charge...
  • Remove button, select this to remove any late charges applied to this invoice.
  • Note: not activated if any payments have been applied to this invoice.
  • Tip: remove late charges before posting payments.
  • Late Charge On turn this OFF to stop charging late fees.
  • Note: late charges are calculated during the Close Period procedure.
Command Buttons
 
  • Save select this to save changes made for this invoice.
  • Note: not activated until a change has been made.
  • Quit select this to quit without saving any changes made.
 
Copyright 2006, EasyBee Software LLC

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