Invoice Level

For use with Material Sales only.

Indicate the invoice level that will be used when initializing invoices from tickets (in MS) entered for this customer.

  • 0 = One Invoice per Customer. All sales to this customer will be grouped together, and one invoice generated for the total. The AR invoice description will be "Material Sales" and the invoice Customer Reference number will default as blank.

  • 1 = One Invoice per Customer and Job. All sales to this customer will be grouped by job, and a separate invoice generated for each unique job. The AR invoice description will be based on the MS Quote description (if one exists) or the customer name if no quote exists.

Note: If you will be initializing cash receipts by customer job for this customer (in AR Cash Receipts), you will need to select this option.
  • 2 = One Invoice per Customer, Job, and PO#. All sales to this customer will be grouped by job and purchase order, and a separate invoice generated for each unique job/purchase order combination.

Note: Tickets with different shipping addresses will always print on separate invoices, regardless of how you set this option.