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Index

Progress Invoices Header Fields

 
 
Progress Invoices Header Fields
1

Project* Field

1. Project* Field
2

Commitment* Field

2. Commitment* Field
3

Company Field

3. Company Field
4

Description Field

4. Description Field
5

Reference Field

5. Reference Field
6

Currency Field

6. Currency Field
7

Invoice # Field

7. Invoice # Field
Read only. This is a sequential number assigned by the system.
8

Create Next Button

8. Create Next Button
Click this button to automatically create the next invoice in the series. The Invoice # will be incremented by one and data from the current invoice will roll forward to the new one. (Current quantities and currency amounts will be added to previous amounts and the current fields will be empty by default in the new invoice.)
 
Note: This button is only available in the last invoice in the series.
9

Record #* Field

9. Record #* Field
Enter an alphanumeric ID for the record.
10

Revision Field

10. Revision Field
11

Date Field

11. Date Field
12

Status Field

12. Status Field
13

Cost Period Field

13. Cost Period Field
14

Category Field

14. Category Field
15

Paid In Full Field

15. Paid In Full Field
16

Invoice Date Field

16. Invoice Date Field
17

Billing Terms Field

17. Billing Terms Field
18

Invoice Due Field

18. Invoice Due Field
19

Invoice Type Field

19. Invoice Type Field
This is a system list. The choices are:
  • Final
  • Progress
 
The choice made here is notational and also dictates which lien waiver form opens when you click the Print Lien Waiver button.
20

Contact Field

20. Contact Field
21

Comment Field

21. Comment Field
22

Print Lien Waiver Field

22. Print Lien Waiver Field
Click this button to open the Print Preview Dialog with the lien waiver form displayed:
 
 
There are two lien waiver forms - a progress and a final one - and the choice made in the Invoice Type field determines which form is displayed in the dialog.
 
23

Signed Lien Waiver Attached Field

23. Signed Lien Waiver Attached Field
This is a notational field only. The default is unchecked.
24

Contract Recap Section

24. Contract Recap Section