How To Setup Invoice Numbering
Any Client may at some point ask you to include a unique
Invoice # on their Statement/Invoices because their Payables
Departments are large and do not payout unless they have an
Invoice # to reference the payable towards. This is a feature
which the system can look after for you, with a couple of
preliminary steps to complete to activate the feature.
Requirements
- You need to be signed on with a user ID that has sufficient
Access Rights to make these changes. If you are signed on with
at least a Level 1 or Level 10, you will be able to make the
system modifications to enable Invoice #s.
- The Client requesting Invoice # needs to have Invoice history
in your Invoices Client tab. You will activate the Invoice #
feature on the last created Statement.
Steps To Activate Invoice #
- Click Browse, then Clients and navigate to the Client making
the request from the Client list and select it.
- Enter the Invoice tab and locate the last created Statement,
highlight and click on it to select it. The Invoice/Statement
window will open.
- Mouse into the field called Counter, Right click
and select Properties This will bring up an Access Rights window
for the field called "Counter".
- Check the box beside the Counter switch in the middle row
just above the Form Rights title bar. This will activate the
Counter to create a unique Invoice Number for this Client
each time you run Generate Statements. Invoice #s are not
consecutive. The system will produce what are unique #s for
this Client but the numbers will not be sequential from one
month to the next.
- This step is cosmetic and not required. If you'd like the
Counter field to now be called "Inv #", input Inv # in the
Alias Name while you've still got the Counter Access Rights
window open. The next time you refresh the screen, this
field will be relabeled Inv # instead of its default name
of "Counter".
- Click OK in the lower right corner of the Counter Access
Rights window to accept and save your changes.
- Back on the original invoice window, you now want to enter
in a starting invoice number in that Counter field which the
Statement Generator program will from now on refer to and
create an output number that can be included on your Statements.
- You've now activated the Client to produce Invoice #s on a
go forward basis, the next step is to modify your statement so that
this new piece of information will get expressed on your
Statements. First take note of whether the Client is Net, Gross
or Combined as their remit type. This will determine which
statement you will modify.
For Example: If the Client is Net, the document to be
modified is the Net version called "Statement". Click Print,
then Customize Printing, then Edit Report Templates. Navigate
to the sample "Statement" and highlight it.
- First make a copy of it as a backup. No irreparable harm can
come to it if you retain an untouched copy before attempting an Edit.
With the Statement document highlighted, either click Edit,
then Copy, or Ctrl+C to copy. You will get a popup telling you
'1 report was copied to the Clipboard'. Now either click Edit,
then Paste, or Ctrl+V to paste. You now have two reports called
Statement. Click into one of them and rename it to be
"Statement_orig". Note that there are no spaces before or after
the underscore. That is important as well to prevent Collect! from
mistaking old copies of reports for current copies because the
name IS the same to the software if there is a space between the
last letter in Statement and the hyphen. Save and close by
clicking OK in the lower right corner. Nothing else on this
copy gets changed, just the name.
- Select and open the duplicate copy of Statement report.
This is the one that will be modified. The least invasive
place you can place the Invoice # is as an extra line to
this section of code. Untouched, it appears as below in
the upper portion of the Statement report code.
@RJUST
Date : @is.da<10>
Client Number : @is.nu<
Billing Period: @cs.bp<
@LJUST
To add your Invoice Number field, add the line below the
Billing Period as follows:
@RJUST
Date : @is.da<10>
Client Number : @is.nu<
Billing Period: @cs.bp<
Invoice #: @is.co<
@LJUST
To save and close, click OK in the lower right corner
of the screen.
You have turned on the feature for 1 Client.
This field will be blank on the Statement
for all other Clients unless you activate
them the same way by turning on the Counter
field and inserting a starting counter
number.
If you have another vision for where you'd like your
Invoice # to appear on your Statement, contact
Technical Services to discuss your customization
options.
See Also
- Client Topics
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