Customer Invoice Entry
Use the Customer Invoice Entry screen to enter invoices and credit memos that are not automatically generated by the software.
A transferred invoice will display its place of origination in the Remarks field. The following system-generated billings will be transferred to this screen: Completed work orders, Time + Materials billings and Draw requests. The information entered on this screen (or transferred to this screen) goes into a transaction file where it is held until the transactions are updated. Up until the time of update, any of the information may be changed or deleted. If a mistake is found after these transactions have been updated, a reversing entry must be made to correct the error.
Online Tax Service Calculations
If you are using the AvaTax online tax service, watch the following video to learn how to set up the AvaTax application to calculate sales tax for draw requests.