Detailed Field Information Related Information Examples & Tutorials

Invoice Line

The invoice line form itemizes the invoice.

File

This displays the Debtor's file number for this line item.

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Name

This field shows the Debtor's name for this line item and the client's account number for the account.

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Date

This is the date displayed on the statement for this line item. This is usually the Posted Date.

tip.gif 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.

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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.

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Type

This is the Transaction Type code.

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Payment Date

This is the date of payment for this line item. It is taken from the transaction form. This field cannot be modified.

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Posted Date

This is the date the transaction was posted for this line item. This field cannot be modified.

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To Us

This is the amount paid to the agency.

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Direct

This is the amount paid directly to the client.

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Bal/Fwd

This field shows any balances carried forward from the last invoice.

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Commission

This is the amount of commission for this line item.

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Tax

This is the tax payable on this line item.

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Return

This is the cash return value to the client calculated as To Us plus Direct minus Commission amount.

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OK

Selecting this button will save any data you have entered and return you to the previous form.

<<

Selecting this button will take you back to another record.

>>

Selecting this button will take you forward to another record.

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Cancel

Select this button to ignore any changes you may have made and then return to the previous form.

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