View/Add/Edit Commitment Invoice – Form Layout and Navigation
Updated
View/Add/Edit Commitment Invoice – Form Layout and Navigation
Suggested Prior Reading
Commitment Invoice - Status
List of All Invoices for all Commitments – Layout and Navigation
List of Invoices for a specific Commitment - Layout and Navigation
Add Commitment Invoice
View or Edit an existing Commitment Invoice
Overview
The View/Add/Edit Commitment Invoice Form is where Commitment Invoices are viewed, added, edited or deleted. The Commitment View/Add/Edit form can be accessed from different places as outlined in the Commitment Invoice – Overview.
The Commitment Invoice View/Add/Edit form has the following main sections;
Form header - if a new Commitment Invoice is being added displays “New Invoice” or if an existing Commitment Invoice is being viewed or edited, displays the Commitment Invoice number.
Status and Form Navigation Menu - Below the Form Header is a row that displays the Status (and where the status can be changed). This row also displays the form navigation menu options.
Form Navigation Menu Options
General – This is always visible and is the default form that shows. It contains all the general information such as Notes and Due Dates and is where that information can be viewed and maintained.
Schedule of Values - This is always visible and is where the detailed Commitment Invoice Schedule of Values line items are viewed and maintained.
The menu options may appear with a () and a number next to it. This is the number of items in that section.
· Summary –This is an invoice on a subcontract –The summary tab shows the application for payment for the invoice on that subcontract. It is a representation of what is being paid in this invoice, what has already been paid, and what is left to be paid.
The status of the Invoice can set to manage the Invoice throughout its life cycle.
The status can be changed directly from the drop down. For more information on the statuses see Commitment Invoice - Status.
Sync to ERP
If you are syncing to an ERP system, a Sync to ERP button appears at the bottom right of the form. Click this option to sync the individual Invoice (if not already sync’d) to the ERP system. These invoices will be added as “Bills” in Quickbooks for the project or for the Client (if projects have not been setup in Quickbooks).
Steps
Click on the Navigation menu text to toggle between the different forms. The currently selected form will have the text highlighted in blue.
Change or Set the Commitment Invoice Status
View/Add/Edit Commitment Invoice - General Information
View/Add/Edit Commitment Invoice - Schedule of Values
See Also
Budget
