Create Invoice
The Create Invoice screen is used when adding a new or editing an existing Invoice. The Create Invoice screen is illustrated on the right.
| Customer | When a customer is selected, the “Bill To” and “Terms” information stored in the Customer Screen for the selected Customer, if available, are automatically populated. Project and Contract are also populated with all items relating to the Customer. |
| Importing Invoice Details | Spray Reports and Timesheets can be automatically added to an Invoice by clicking the Import button. The “Invoice from Timesheet” checkbox in the System Configuration Screen determines whether Invoice Details are imported from Spray Reports or Timesheets. |
The Import button will change depending on the combination of Customer/Project/Contract that is selected.
When a Customer is selected and no Project or Contract is selected, the button will read Import by Customer.
When a Customer and a Project are selected, the button will read Import by Project.
When a Customer, Project, and Contract are selected, the Import button text will read Import by Project & Contract.
When a Customer and Contract are selected, the Import button text will read Import by Contract.
Tip: Projects and Contracts must be related to a Customer; selecting either will show all Spray Reports/Timesheets referencing the selected combination of Customer, Project, and Contract.
When the “Invoice from Timesheet” option is not checked in the System Settings screen, the Select Spray Reports screen will be loaded when the Import button is selected.
The Select Spray Reports Screen displays available Spray Reports in the spreadsheet view. The primary rows contain general information relating to the Spray Report, and the second rows contain detailed information relating to all Adjuvants, Equipment, Labor, Location, and Pesticides utilized for the selected Spray Report.
All items are marked “Selected” when first shown. Users can uncheck any items not required for invoicing.