Preparing the Next Invoice
After you receive payment for the last invoice or are
otherwise ready to prepare the next invoice, first,
Update the last invoice and then follow the procedure outlined
below.
This Period - Column E
You may enter your new billing information by increasing the percentage (%) for the
billing item or by entering the "This Period" dollar amount. When the percentage
or dollar amount is entered, press "Enter" to record the information. The edit
box will remain on the item allowing you to edit it again if necessary. If it is OK, press
"Enter" again to move to the next column. If you press the "Tab" key,
the edit box will move to the next column immediately.
To transfer "Material Stored" to "Column E" or add "Material
Stored" to "Column F", move to "Column F" and "Double
click" or press the "M" key and the following screen will appear.
To transfer all or a part of the material stored amount to "Column E", enter
the desired amount in the appropriate box and press "Enter" the changes will be
reflected in the boxes on the "Material Stored Processing" screen. When done,
click "Ok".
To add "Material Stored" to Column F, enter the amount in the appropriate box
and press "Enter", the changes will be reflected in the boxes on the
"Material Stored Processing" screen. When done, click "Ok".
You may edit or reverse the material stored amount by manipulating the values using the
"Material Stored Processing" screen. To move a value back into "Material
Stored" from "Column E", place a negative (-) value in the "Amount to
Transfer to:" box and press "Enter". The amount entered will be subtracted
from "Column E" and added back to "Column F". To reduce the value of
material stored, without transferring it, place a negative (-) value in the "Amount
to Add to Material Stored" box and press "Enter". The amount entered will
be subtracted from "Column F".
Retainage - Column I
At this point "Retainage" may be adjusted, if necessary. If no
adjustments are necessary, the "Retainage" amount will be computed automatically
when you enter your billing values.
You may adjust "Retainage" by billing item, If (although unusual) you have
different percentages on various billing Items. to accomplish this, enter the desired
percentage in the "%Ret" column. The retainage amount will be adjusted
automatically.
If you are setting "Retainage" for the entire
Invoice, click the "%Ret" button on the top of the
screen to set or reduce the overall retainage percent.
Check the Invoice
This completes preparation of the Invoice, proceed to "Process
Invoice" to "View" and or "Print" the invoice.
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