A video of this tutorial is available here.
1) Create a line item for an individual site
2) Invoice a line item for an individual site
Line Item Charge (this is also for weekend rental or just any invoice)
1) Go to Main Menu: Site/Customer > Customer Master > Sites.
2) Choose the site that you want to give a line item invoice.
3) Click Financial tab
4) In the grid area (dark box in the bottom half of the screen which lists any line-items that this site already has), do a right click with the mouse.
5) Click the Add button
6) Fill out the form (tab though this form, so you do not miss an important field.)
a) Start at the Site #.
b) Tab to Work Order (This is not always used and we will not use it in this exercise).
c) Tab down to the Charge Date. Type the date that the job will be done in this field.
d) Tab to the Rate Code field. If you have a rate code on this site master, it will appear in this field. If not, then enter a rate code of your choice.
e) Tab to the Rate in this field. Enter how much you are charging for the job or how much you are charging per piece.
f) In the Quantity put the amount in like 1 for 1 unit or 2 for 2 units
g) Tab to the Invoice Amt. The software will take the rate times the amount (unless you have specified in the rate code file).
h) If this rate is taxable, then you will fill in the amount that is taxable.
i) Tab to the Note. Type a note here on the work item.
j) In Description, put a short sentence on the job.
7) Click the Save button on the bottom.
8) You will see the line-item added to the list on the bottom.
See Also