Invoice Line
The invoice line form itemizes the invoice.
File
This displays the Debtor's file number for this line item.
Name
This field shows the Debtor's name for this line item
and the client's account number for the account.
Date
This is the date displayed on the statement for this
line item. This is usually the Posted Date.
Collect! looks for the date the transaction
was POSTED when it generates invoices.
This field is modifiable if you need to change the
date that displays on your statement.
When you are using Confirmation Delay, the number
of Confirmation Delay days is added to the Date.
This number is stored in the Payment Posting Options
form. Please refer to Transaction Confirmation Delay
for details.
Summary
This is an optional summary of the line item. This
is copied from the transaction description in the daily
transaction list for Debtor transactions. In the case of
a payment made by a client to the agency, a thank
you note is inserted in this field.
Type
This is the Transaction Type code.
Payment Date
This is the date of payment for this line item.
It is taken from the transaction form. This field
cannot be modified.
Posted Date
This is the date the transaction was posted
for this line item. This field cannot be modified.
To Us
This is the amount paid to the agency.
Direct
This is the amount paid directly to the client.
Bal/Fwd
This field shows any balances carried forward
from the last invoice.
Commission
This is the amount of commission for this line item.
Tax
This is the tax payable on this line item.
Return
This is the cash return value to the client calculated
as To Us plus Direct minus Commission amount.
OK
Selecting this button will save any data you have
entered and return you to the previous form.
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Selecting this button will take you back
to another record.
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Selecting this button will take you forward
to another record.
Cancel
Select this button to ignore any changes you may
have made and then return to the previous form.
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