Getting Started
|
Setup required before use |
Who Can Use It? | Where Is It? |
|---|---|---|
|
System Administrator |
Learn how to configure the Invoices tab within System Settings, and how these settings change invoicing in Synergy.
Getting Started
|
Setup required before use |
Who Can Use It? | Where Is It? |
|---|---|---|
|
System Administrator |
Tip: If you're unsure what these settings may do to your system, please contact synergy support
This option is available when you are entering historical invoices and require to enter the actual invoice number issued to your client. NOTE the length will need to be as per the Office settings for invoice numbering.
There are 2 views in which we can create invoices. The wizard works through each aspect of the invoice by screen, where as the form contains all data on the one screen.
Default
invoice option
All sub projects appear in a window. Double click a sub project to alter the invoice value. Dates are also modified here.
Invoice
wizard
This option takes you through screen by screen. It starts with the sub project selection, then date settings, then through each sub projects, then invoice text and address options.
This function is used in conjunction with Pre-billing and Revenue Recognition in the Post Invoice Maintenance module.
Locking the Invoices indicates that nobody can edit the value of the transactions attached to an invoice (Revenue Recognition) nor can they detach/attach transactions to an Invoice (Pre-bill). Only a Director, System Administrator or Administrator can unlock an Invoice.
A setting exists to include the Invoice Number in the subject line, when creating a PDF email. This is done from the Project Invoices tab.
Tip: This setting is ignored when email templates are used. The subject line of the email will automatically be the subject entered in the email template. To learn more about template, view the setup email templates topic.
Looking for more help? Try reviewing the following topics: View Topics
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