In the New Invoice module for sites, the user creates an invoice for the site and indicates the check number for payment to the site. The Approved, Holdback, and Net Amount is displayed and the amounts cannot be adjusted at this time. Supporting documents can be added in the Attachments tab.
Click Common Buttons for a description of the buttons found throughout the system and their uses.
Field |
Description |
Site |
The Site number and name is displayed. This field is read only. |
Date |
This field defaults to the current date and is required. |
Comment |
This field can hold up to 200 characters. |
Approved Amount |
This field displays the total amount that has been approved to be invoiced. This field is read only. |
Holdback Amount |
This field displays the total amount held back from this Invoice. This field is read only. |
Net Amount |
This field will be calculated as the Approved Amount minus the Holdback Amount. This field is read only. |
Apply Existing Payments |
A check in the box will apply any existing unapplied amounts from existing Site Payments for each Site to the newly created invoices. The amount applied will not exceed the remaining balance of each invoice, excluding the Holdback Amount. |
Create Payment for Invoice Balance |
A check in the box will create a new Site Payment for each Site with any remaining balance on the newly created Invoices. The amount of the Site Payment will be equal to the remaining balance of each invoice, excluding the Holdback Amount. |
Check Number |
The first Site Payment created will be assigned the check number provided in this field. Subsequent Site Payments will be assigned the next sequential check numbers. If no new Site Payments are created, then this field will be ignored. If a check number has been provided in this field, each Site Payment will be created with a status of Paid. This field holds a six digit integer. It will be hidden if the Create Payment for Invoice Balance check box is not checked. The check number can be added later. |