For non-contract invoices, adjustments, or credit memos only, identify the item type for this line. The type entered here determines what fields will display on this section of the screen.

  • Material – Use this type to enter information about materials you have sold.

  • Other – Use this type to enter detail for all other non-contract type invoices.

When entering adjustments or credit memos, the type will default from the invoice item to which the adjustment or credit memo is being applied. Although the type can be overridden for these types of transactions, it is not recommended.

Note: For non-contract write-offs and contract-related transactions, this field is disabled. If a non-contract write-off, it will default the type from the 'applied to' invoice item. For contract-related transactions, it will default as 'Contract'.