Invoices

Form ID: (SO303000)

On this form, you can create Sales Orders documents, such as invoices, credit memos, debit memos, and cash sale documents. You can also use this form to view existing documents, including those that have been generated automatically in the process of fulfilling sales orders or those that account for the return of goods.

Form Toolbar

The form toolbar includes standard buttons and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands can be shown as buttons on the form toolbar, as commands on the More menu, or in both places. These commands are listed in the following table in alphabetical order.


Command	Description
AR Edit	Navigates to the AR Edit (AR611000) report, which displays the list of Accounts Receivable documents of the selected type that were entered but not released, with details about the documents.
Cancel Invoice	Creates an SO credit memo for the selected SO invoice, which is canceled when the credit memo application is released. This command is available only for documents of the Invoice type that have a status of Open or Closed.
Correct Invoice	For the selected SO invoice, creates a correction invoice with the same settings filled in by default and available for correction. This command is available only if the selected document has the Invoice type and a status of Open or Closed.
Credit Hold	Puts the document on credit hold and changes the document status to Credit Hold. This command is available for documents that have the On Hold, Balanced, or Pending Print status.
Email Invoice	Generates an email for the invoice in accordance with the INVOICE mailing settings of the customer.
Hold	Changes the status of the invoice to On Hold. You click this button when you want to make changes in the invoice or to pause its processing.
Pay	Opens the payment on the Payments and Applications (AR302000) form with the customer information and with the unpaid document amount specified as the payment amount, or opens the unreleased payment that is already applied to the document. This command is available only if the document has a status of Open.
Print Invoice	Navigates to the Invoice & Memo (SO643000) report, so you can print the invoice for sending it to the customer.
Recalculate Prices	Opens the Recalculate Prices dialog box, which you use to specify options for updating the prices and discounts for the document.
Reclassify GL Batch	Opens the Reclassify Transactions (GL506000) form, on which you can initiate the reclassification process. For details, see Reclassifying Transactions
Release	Changes the status of the invoice to Open and generates an inventory issue, if it hasn't yet been created.
Remove Credit Hold	Changes the status of the invoice from On Credit Hold to Balanced.
Remove Hold	Changes the status of the invoice from On Hold to Open. You click this button when the invoice is ready for further processing.
Validate Addresses	Validates the bill-to and ship-to addresses through integration with a specialized third-party software or service. This command appears on the form only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Write-Off	Navigates to the Write Off Balances and Credits form so that you can write off the document balance.

Table 1. Recalculate Prices Dialog BoxYou use this dialog box to specify the settings to be used for updating prices and discounts for the document.
Column	Description
Recalculate	The way prices and discounts are recalculated. You can select one of the following options: Current Line To recalculate prices and discounts for the selected line All Lines: To recalculate prices and discounts for all lines
Set Current Unit Prices	A check box that indicates (if selected) that the system must replace the item prices with the current prices in the selected line or all lines.
Override Manual Prices	A check box that indicates (if selected) that the system must update the prices that have been modified manually (in the Unit Price or Ext. Price columns) with the current prices. After the manual prices are overridden in the document, the system clears the Manual Price check boxes in the appropriate document lines. The check box is available for selection if the Set Current Unit Prices check box is selected.
Recalculate Discounts	A check box that indicates (if selected) that when you click OK to exit the dialog box, the system will recalculate the discounts for the selected line or all lines. If the check box is cleared, the system will leave the discounts unchanged.
Override Manual Line Discounts	A check box that indicates (if selected) that when you click OK to exit the dialog box, the system will remove the manual discounts for the selected line or all lines (depending on the option selected in the Recalculate box of the dialog box) and will search for the applicable automatic discounts. If the check box is cleared, the manual line discounts will remain unchanged in the document, and the system will apply automatic line discounts to document lines with no manual discount applied.
Override Manual Group and Document Discounts	A check box that indicates (if selected) that when you click OK to exit the dialog box, the system will remove any manual group and document discounts from the document, and will search for applicable automatic group and document discounts. If the check box is cleared, the manual group and document discounts will remain unchanged in the document, and the system will apply automatic group and document discounts to the document.
This dialog box has the following button.
OK	Closes the dialog box and applies the selected options.

Address Lookup Dialog Box

In this dialog box, you can add a new address, update an existing address, and fill in the missing address information in a record that has address settings. You can also search for the name of the company and select the company's address. You can click the link to view the address in a new browser tab. If the address is correct, you can click Select to fill in the boxes in the Address section of the applicable form with the company location details. The addresses you can select from the list are limited to the countries specified for the address provider.

Tip:

If needed, you can use only a keyboard to select an address in the dialog box. When the Address Lookup dialog box has been opened, the system moves the focus to the Enter a Location box. You enter the known part of the address in the box, select the address by using the arrow keys, and press Enter. Then you can check the address and press Enter to close the dialog box.

You can expand the size of the Address Lookup dialog box to see the map in a larger scale by dragging the edges or corners of the dialog box.

This dialog box is available only if the *Address Lookup Integration* feature is enabled on the Enable/Disable Features (CS100000) form and integration with a web map service has been set up as described in Integration with Web Map Services.
Element	Description
Enter a Location	A box for searching for the company's address. You can find the address by doing the following: Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code. Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form. The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.
Map area	The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used. In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.
This dialog box has the following buttons.
Select	Closes the dialog box and populates the current section with the address details that you have selected in this dialog box.
Cancel	Closes the dialog box and cancels the selection of the company address.

Invoice Summary Area

You use the Invoice Summary area to view summary information for an existing invoice or to provide this information for a new invoice.


Element	Description
Type	The type of document, which can be one of the following options: Invoice: A document used to bill a customer for the shipped goods Debit Memo: A document used to charge a customer for the shipped goods if undercharging or an error was detected Credit Memo: A document used to credit the customer for returned goods Cash Sale: A document used for cash sales that do not update the customer's accounts receivable Cash Return: A document used for returns on cash sales; it does not update the customer's accounts receivable
Reference Nbr.	The reference number of the document, which is automatically generated by the system in accordance with the numbering sequences assigned to invoices and memos on the Accounts Receivable Preferences (AR101000) form.
Status	The status of the document, which is assigned automatically and can be one of the following options: On Hold: Indicates that the invoice is on hold, which means that additions and changes can be made to the invoice. Balanced: The Detail Total value of the document plus the Tax Total value equals the Balance value. The document may be released, or it may be edited and saved with the On Hold or Balanced status. Pending Print: You can edit the document but should print the document before releasing it. After the document is printed, the document's status changes to Balanced. The document is created with this status if the Require Invoice/Memo Printing Before Release check box is selected on the Accounts Receivable Preferences (AR101000) form and if the Print Invoices check box is selected for the customer for which the invoice is created on the Customers form. Pending Email: You can edit the document, but should send the document by email before releasing it. After the document is emailed, the document's status changes to Balanced. The document is created with this status if the Require Invoice/Memo Emailing Before Release check box is selected on the Accounts Receivable Preferences form and if the Send Invoices by Email check box is selected for the customer for which the invoice is created on the Customers form. Pending Processing: The invoice has an applied credit card payment to be processed. Credit Hold: The system has performed credit verification and has placed the document on credit hold because the validation has failed. If the document has this status, the Remove Credit Hold command becomes available on the form toolbar. Open: The document has been released and cannot be edited. As payments are applied to the document, its balance decreases. Closed: The balance of the invoice, which had been open, is equal to zero, which means that the invoice has been fully paid.
Date	The date of the document. By default, the current business date is inserted, but you can override this value. You can enter only a date that corresponds to a financial period that has been generated on the Master Financial Calendar (GL201000) form. If the date that you enter belongs to a financial period that has not yet been generated in the system—for example, for a date in the distant future or past—the system will display an error message, and you will not be able to save the document.
Post Period	The financial period to post transactions generated by the document.
Customer Order Nbr.	The reference number of the document used by the customer.
Description	A brief description of the document.
Customer	The customer to be billed. If the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, the list of customers may be limited based on the branch specified for the document. A customer is available for selection if the Restrict Visibility To box on the Financial tab of the Customers (AR303000) form is empty or contains the branch specified in this document (or the company or company group that contains the branch specified in this document).
Location	The location of the customer. This box appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form.
Currency	The currency of the document.
Terms	The credit terms used in relations with the customer.
Due Date	The due date of the document.
Cash Discount Date	The date up to which the cash discount is available for the document, in accordance with the credit terms.
Project/Contract	The project or customer contract with which this document is associated, or the code indicating that this document is not associated with any project. The non-project code is specified on the Projects Preferences (PM101000) form. The box is available if at least one of the Project Accounting and Contract Management features is enabled on the Enable/Disable Features form. For the enabled Project Accounting feature, the integration of the Projects module with Sales Orders is also required. That is, the SO check box must be selected in the Visibility Settings section on the Projects Preferences form.
Detail Total	The detail total, which is calculated as the sum of the extended prices for all stock items listed on the Details tab. This total does not include the freight and premium freight amounts. This box appears only if the Inventory feature is enabled on the Enable/Disable Features form.
Discount Total	The total discount of the document, which is calculated as the sum of discounts on the Discounts tab. If the Customer Discounts feature is not enabled on the Enable/Disable Features (CS100000) form, you can enter a document-level discount manually. This manual discount has no discount code or sequence and is not recalculated by the system. If the manual discount needs to be changed, you have to correct it manually.
VAT Taxable Total	The document total that is subjected to VAT. The VAT taxable amount will be displayed in this box only if the Include in VAT Taxable Total check box is selected for the applicable tax on the Taxes (TX205000) form. If the check box is cleared, this box will be empty. This box appears only if the VAT Reporting feature is enabled on the Enable/Disable Features form. Note: If the document contains multiple transactions with different taxes applied and each of the applied taxes has this check box selected, the taxable amount calculated for each line of the document will be added to the VAT Taxable Total box of the document.
VAT Exempt Total	The document total that is exempt from VAT. This total is calculated as the taxable amount for the tax with the Include in VAT Exempt Total check box selected on the Taxes form. This box appears only if the VAT Reporting feature is enabled on the Enable/Disable Features form.
Tax Total	The total amount of tax calculated for the document.
Write-Off Total	The total amount to be written off on release of the invoice.
Balance	The balance of the document.
Amount	The total amount of the released document, which is calculated as follows: `Detail Total + Freight + Premium Freight - Discount Total - Write-Off Total`
Cash Discount	The cash discount amount taken or to be taken on the document. If Canada is selected in the Localization box on the Companies (CS101500) form for the company, the Canadian cash discount calculation will be applied to the documents originating from this company and its branches. If you change the originating branch of the document in the Branch box on the Financial tab, the cash discount will be automatically recalculated by the system.

Details Tab

This tab holds the details of the document. You can add shipped orders to the document, or add particular sale or return lines with a link to related sales order.

Table 2. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Add Order	Opens the Add Order dialog box, which you can use to add the orders to the invoice.
Add SO Line	Opens the Add SO Line dialog box, which you can use to add lines linked to sales orders to the invoice. This button appears only if the Advanced SO Invoices feature is enabled on the Enable/Disable Features (CS100000) form.
Add Return Line	Opens the Add Return Line dialog box, which you can use to add original SO invoice lines to create a return. This button appears only if the Advanced SO Invoices feature is enabled on the Enable/Disable Features form.
View Schedule	Navigates to the Deferral Schedule (DR201500) form, so that you can view the details of the deferral schedule generated for the line.
Reset Order	Sorts the invoice lines in the table by the shipment numbers and sales order numbers.

Table 3. Shortcut Menu
If you right-click within the rows of a table, the system opens a shortcut menu. Most of the commands you see in the menu are duplicates of actions on the table toolbar. The unique menu commands are listed below.
Button	Description
Insert Row	Inserts a blank row above the row that is currently selected in the table.
Cut Row	Copies the selected row or rows to the clipboard.
Insert Cut Row	Inserts the row or rows that have been copied to the clipboard above the currently selected row or rows.

Table 4. Add SO Line Dialog BoxBy using the Add SO Line dialog box, you can select any number of lines of a sales order or multiple sales orders and add these lines to the SO invoice. This dialog box includes a table with lines of sales orders prepared for the customer specified in the current SO invoice. The table includes lines of sales orders with the *On Hold* or *Open* status that have not been shipped or that have been shipped partially.
Element	Description
Included	An unlabeled check box that you select to include the sales order line among the lines to be added to the SO invoice.
Order Type	The type of the sales order to which the sales order line belongs.
Order Nbr.	The identifier of the sales order to which the sales order line belongs.
Customer	The customer specified in the sales order.
Operation	The operation specified in the line (Receipt).
Ship On	The date when the item should be shipped, as specified in the sales order line.
Inventory ID	The inventory ID of the item.
Order Qty.	The ordered quantity of the item.
Qty. on Shipments	The quantity of the item that has been shipped.
This dialog box has the following buttons.
Add	Adds the selected line or lines to the invoice.
Add & Close	Adds the selected line or lines to the invoice, and closes the dialog box.
Cancel	Closes the dialog box without adding the lines to the invoice.

Table 5. Add Return Line Dialog BoxBy using the Add Return Line dialog box, you can select any number of lines an SO invoice or multiple SO invoices and add these lines to the SO invoice to process the return of items. This dialog box includes a table with lines of SO invoices prepared for the customer specified in the current SO invoice. The table includes lines of SO invoices with the *Open* or *Closed* status.
Element	Description
Included	An unlabeled check box that you select to include the line among the lines to be added to the SO invoice as the return line.
Doc, Type	The type of the original document to which the line belongs (which in this case is always Invoice).
Reference Nbr.	The identifier of the original document.
Line Nbr.	The number of the line in the original document.
Customer	The customer specified in the original document.
Doc. Date	The date of the original document.
Inventory ID	The inventory ID of the item.
UOM	The unit of measure specified in the original document line.
Qty.	The quantity of the item in the original document line.
This dialog box has the following buttons.
Add	Adds the selected line or lines to the invoice.
Add & Close	Adds the selected line or lines to the invoice, and closes the dialog box.
Cancel	Closes the dialog box without adding the lines to the invoice.

Table 6. Table Columns
Column	Description
Branch	The branch where the shipment has been created.
Shipment Nbr.	The reference number of the shipment document included in this document.
Order Type	The type of the order that the shipment is based on.
Order Nbr.	The reference number of the order.
Inventory ID	The inventory ID of the shipped item.
Related Items	A button indicating that a related item exists for the original item specified in the current line. The button can be one of the following: : There is at least one item with the Cross-Sell or Other type of relation that is marked as required for the original item. That is, the Required check box is selected for a line with a related item on the Related Items tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form. : There are related items of any relation type for the original item, and the substitution or cross-selling is not mandatory. That is, the Required check box is not selected for all lines with related items on the Related Items tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form. : There are substitute items for the original item, and the substitution is mandatory. That is, the Required check box is selected for at least one line with the Substitute type selected in the Relation column on the Related Items tab of the Stock Items (IN202500) or Non-Stock Items (IN202000) form. If you click one of these buttons, the Add Related Items dialog box opens. This column appears if the Related Items feature is enabled on the Enable/Disable Features (CS100000) form.
Substitution Required	A check box that indicates (if selected) that the item has to be replaced with a related item specified on the Non-Stock Items (IN202000) or Stock Items (IN202500) form. You cannot release the invoice with the original item if this check box is selected. This column appears if the Related Items feature is enabled on the Enable/Disable Features (CS100000) form. By default, the Substitution Required check box is available for editing but the availability of the check box can be restricted by user roles. For example, a user with the administrative rights can select the View Only option for the Substitution Required column for specific roles on the Access Rights by Screen (SM201020) form.
Target Equipment	The number of the target equipment created when the invoice is released. This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.
Suspended Target Equipment ID	The target equipment upon which the replacement action is applied. This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.
Model Equipment Line Nbr.	The line number of model equipment related to the item. This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.
Component ID	The identifier of the component related to the item. This column is available only if the Equipment Management feature is enabled on the Enable/Disable Features form.
Subitem	The subitem of the shipped item. This column is available only if the Inventory Subitems feature is enabled on the Enable/Disable Features form. Important: The Inventory Subitems check box has been removed from the Enable/Disable Features form because the functionality associated with the Inventory Subitems feature will be phased out. If you have this feature enabled in your system, the associated functionality remains available. To disable the feature, contact your MYOB support provider.
Transaction Descr.	The description provided for the shipment.
Warehouse	The warehouse from which the item is shipped. This column appears only if the Multiple Warehouses and Advanced SO Invoices features are enabled on the Enable/Disable Features form.
Location	The location in the warehouse from which the item is shipped. This column appears only if the Multiple Warehouse Locations and Advanced SO Invoices features are enabled on the Enable/Disable Features form.
Quantity	The quantity of item in the shipment, expressed in the unit of measure specified in the UOM column.
UOM	The unit of measure (UOM) used for the item.
Lot/Serial Nbr.	The lot or serial number of the particular item in the line. For serialized items, a separate line with this item and a quantity of 1.00 should be created for each serial number. This column appears only if the Lot and Serial Tracking and Advanced SO Invoices features are enabled on the Enable/Disable Features form.
Expiration Date	The expiration date of the item, if it is traced for this inventory ID. This column appears only if the Advanced SO Invoices feature is enabled on the Enable/Disable Features form.
Unit Price	The price of the unit of the shipped item.
Manual Price	A check box that indicates (if selected) that the unit price has been specified for this line item manually, corrected, or transferred from a sales order. In the invoice generated for the sales order, this check box is selected automatically for each line of the invoice to prevent price updating if new prices are in effect on the date of the invoice. If you clear this check box, the system updates the unit price in the document line with the current price (if one is specified).
Ext. Price	The extended price of the invoice line, which the system calculates as the unit price multiplied by the quantity.
Discount Percent	The percent of the line-level discount that has been applied manually or automatically to this line item. A selected Manual Discount check box indicates that the percent of the discount is specified by the line-discount applied manually, or has been entered manually, or calculated based on the discount amount entered manually for this line item in the sales order or in this invoice. If the Manual Discount check box is selected, you can enter the percent manually and the discount amount will be calculated automatically.
Discount Amount	The amount of the line-level discount that has been applied manually or automatically to this line item. The selected Manual Discount check box indicates that the amount of the discount is based on the line discount applied manually, or has been specified manually or calculated based on the discount percent entered manually for this line item in the sales order on in this invoice. If the Manual Discount check box is selected, you can enter the amount manually and the discount percent will be calculated automatically.
Manual Discount	A check box that indicates (if selected) that the discount has been applied manually for this line item in the sales order or in this invoice. With this check box selected, you can enter either the discount percent or the discount amount or you can select a discount code of one of the line discounts intended for manual application.
Discount Code	The code of the line discount that has been applied to this line.
Discount Sequence	The identifier of a discount sequence that has been applied to this line. The column is hidden by default and available only if the Customer Discounts feature is enabled on the Enable/Disable Features form.
Amount	The amount of the invoice line, which is the extended price minus line-level discount.
Account	The AR account to be updated. If the Order Type column is empty, for intercompany documents, the sales account is specified depending on the value of the Use Intercompany Sales Account From box on the Accounts Receivable Preferences (AR101000) form: If Customer Location is selected, the sales account specified in the Sales Account box on the GL Accounts tab of the Customer Locations (AR303020) form. If Inventory Item is selected, the sales account specified in the Sales Account box on the GL Accounts tab of the Non-Stock Items (IN202000) form.
Description	The description provided for the account.
Subaccount	The corresponding subaccount to be updated.
Project Task	The particular task of the project with which this document is associated. If you select a project that has the default project task, this task is automatically populated in the column. The column is available if the Project Accounting feature is enabled on the Enable/Disable Features form and the integration of the Projects submodule with Sales Orders has been enabled. That is, the SO check box must be selected in the Visibility Settings section on the Projects Preferences (PM101000) form.
Cost Codes	The cost code with which this document is associated to track project costs and revenue. The column is available if the Cost Code feature is enabled on the Enable/Disable Features (CS100000) form in addition to the integration of the Projects submodule with Sales Orders.
Salesperson ID	The salesperson associated with the sale of the items. This column is available only if the Commissions feature is enabled on the Enable/Disable Features form.
Deferral Code	The deferral code assigned to the document line, if the line amount should be recognized as revenue over multiple periods. You can change the deferral code in this box manually, if needed. You can change the deferral code in this column manually, if needed. When you click the selector button in the column, the lookup table that opens shows only the deferral codes for which the Active check box is selected in the Summary area of the Deferral Codes (DR202000) form. Note: If you change the MDA deferral code (the deferral code that defines the item as an MDA package) to any non-MDA deferral code, the system will consider this item as not a package and will ignore its components while generating deferral schedule upon release of the document. That is, the system will generate the deferral schedule according to the selected non-MDA deferral code.
Term Start Date	The date when the process of recognition of the deferred revenue should start for the selected item; this date is specified if the deferral code assigned to the item is based on the Flexible by Periods, Prorate by days, or Flexible by Days in Period recognition method. This column appears only if the Deferred Revenue Management feature is enabled on the Enable/Disable Features form.
Term End Date	The default date when the process of deferred revenue recognition should finish for the selected item; this date is specified if the deferral code assigned to the item is based on the Flexible by Periods, Prorate by days or Flexible by Days in Period recognition method. This column appears only if the Deferred Revenue Management feature is enabled on the Enable/Disable Features form.
Deferral Schedule	The schedule generated in accordance with the deferral code assigned. Recognition of the line amount as income is performed according to the schedule.
Tax Category	The tax category that applies to the goods.
Entity Usage Type	The entity usage type of the customer location if sales to this location are tax-exempt. By default, in a newly added line, the system inserts the entity usage type specified on the Financial tab. If integration with Avalara is configured, in a document with the current customer selected, this value is sent to Avalara to specify the reason for tax exemption. If the Taxable - Override Exemption option is selected, the document's exemption is overridden, and taxes are calculated in the external tax service. This column is available only when the External Tax Calculation Integration feature is enabled on the Enable/Disable Features form. This column does not appear for transfer orders.
Commissionable	A check box that indicates (if selected) that commissions should be calculated on this document. This column is available only if the Commissions feature is enabled on the Enable/Disable Features form.
Orig. Inv. Nbr.	The reference number of the original invoice for which the return is processed. This column appears only if the Advanced SO Invoices feature is enabled on the Enable/Disable Features form.
Orig. Inv. Line. Nbr.	The number of the line in the original invoice for which the return is processed. This column appears only if the Advanced SO Invoices feature is enabled on the Enable/Disable Features form.
Inventory Ref. Nbr.	The reference number of the inventory document generated for the invoice. This column appears only if the Advanced SO Invoices feature is enabled on the Enable/Disable Features form.
Reference Nbr.	The reference number of the document in which the line item is listed.
Tran. Type	The type of this transaction (document).
Line Type	The type of the line.
Line Nbr.	The line number of the document.
Order Line Nbr.	The order's line number that matches this line of the document.
Line Order	The order number of the document line. The system regenerates the number automatically when you reorder the lines in the table manually or by using the Reset Order command.
Related Svc. Doc. Nbr.	The reference number of a service document (an appointment, a service order or a service contract) from which an invoice (or a credit memo) has been originated. This reference number is a link, which you can click to view document details on the applicable form. This column is available only if the Service Management feature is enabled on the Enable/Disable Features (CS100000) form and the Enable Field Services Integration check box is selected for the selected order type on the General tab of the Order Types form. For a service contract, the Equipment Management feature should be enabled on the Enable/Disable Features form.
Base Qty.	The quantity of the item in the shipment, expressed in the base unit of measure. This quantity is used for calculating discounts if the Base UOM option is selected in the Apply Quantity Discounts To box on the Price/Discount Settings tab of the Accounts Receivable Preferences (AR101000) form.
Gift Message	The gift message that was added to the item purchased in the BigCommerce store along with the gift wrapping. This column is available in the Column Configuration dialog box if the BigCommerce Connector feature is enabled on the Enable/Disable Features (CS100000) form. This column is hidden by default.
Associated Order Line Nbr.	The order line number of the item purchased in the BigCommerce store to which the gift wrapping in the current line pertains. This column is available in the Column Configuration dialog box if the BigCommerce Connector feature is enabled on the Enable/Disable Features (CS100000) form. This column is hidden by default.

Table 7. **Add Order Dialog Box**You can use this dialog box to add shipped orders of the same customer to the invoice if sales orders of this type have not been defined to be billed separately. The Bill Separately check box for order types is located on the Order Types (SO201000) form.
Element	Description
Order Type	The type of order to be added to the invoice.
Order Nbr.	The reference number of the order.
Shipment Nbr.	The reference number of the shipment made to fulfill the sales order.
Customer	The customer specified in the shipment.
Location	The location of the customer to receive the shipment. This column is available only if the Business Account Locations feature is enabled on the Enable/Disable Features form.
Shipment Date	The date of the shipment.
Shipment Qty.	The quantity of the item shipped.
The dialog box has the following buttons.
Add	Adds the selected shipped orders.
Add and Close	Adds the selected orders and closes the dialog box.
Cancel	Cancels the changes and closes the dialog box.

Table 8. Add Related Items Dialog Box
Element	Description
The Selection area of the dialog box has the following elements.
Inventory ID	The inventory ID and description of the original item. This box cannot be edited.
Unit Price	The unit price and currency of the original item, which is copied from the invoice line. This box cannot be edited.
Quantity	The quantity and UOM of the original item that will be replaced or to which the cross-sell items will be added. By default, the system inserts the quantity that is specified in the invoice, and you can change it.
Ext. Price	The extended price of the original item. By default, the system copies the value specified for the original line. If the quantity is changed in this dialog box, the system recalculates the extended price proportionally. If the quantity is not specified for the original line and you specify the quantity in the dialog box, the system calculates this value as the unit price multiplied by the quantity.
Qty. Available	The quantity and UOM of the original item that is available at the warehouse specified in the invoice.
Warehouse	The warehouse specified in the invoice for the original item. This box appears only if the Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Keep Original Price	A check box that indicates (if selected) that the original item will be replaced, but its price will be kept. That is, the value in the Ext. Price column on the Details tab of the current form will not be overridden when the item is replaced. By default, this check box is cleared. The check box is available for selection only if a related item with the Substitute relation type is selected for the original item on the tab or tabs of the Add Related Items dialog box. If the original item is substituted partially, the extended price is recalculated proportionally to the substituted quantity.
Show Only Available Items	A check box that indicates (if selected) that only non-stock items and stock items with an available quantity greater than zero are shown on the tab or tabs of the dialog box. The state of this check box is copied from the Show Only Available Items check box on the Sales Orders Preferences (SO101000) form.
Show for All Warehouses	A check box that indicates (if selected) that for each warehouse in which the related stock item is available, the system shows a separate line on the tab or tabs of the dialog box. If the check box is cleared, the system shows only one line for the warehouse of the original item. By default, the check box is cleared.
This dialog box can have up to five tabs, one for each type of items related to the original item, based on the relations specified for the original item on the Non-Stock Items (IN202000) or Stock Items (IN202500) form: All Related Items: This tab appears if the original item has two or more related items with different relation types. Substitute Items: This tab appears if the original item has a related item with the Substitute relation type. Up-Sell Items: This tab appears if the original item has a related item with the Up-Sell relation type. Cross-Sell Items: This tab appears if the original item has a related item with the Cross-Sell relation type. Other Related Items: This tab appears if the original item has a related item with the Other relation type. The tables on these tabs contain the following columns.
Selected	A check box that you select to replace the original item with the related item in this row.
Qty. Selected	The selected quantity of the related item that will replace or be added to the original item. If the original item in the sales order line has the base UOM specified—that is, the UOM specified in the Base Unit box on the General tab (the Unit of Measure section) of the Non-Stock Items or Stock Items form—then the system calculates the value in the Qty. Selected column as the product of the quantity of the invoice line and the quantity in the Related Item Qty. column on the Related Items tab of the Non-Stock Items or Stock Items form. If the original item in the invoice line has a non-base UOM specified, then the system first converts the quantity in the non-base UOM to the quantity in the base UOM. After that the system calculates the value in the Qty. Selected column as the product of the quantity of the invoice line in the base UOM and the quantity in the Related Item Qty. column on the Related Items tab of the Non-Stock Items or Stock Items form. Note: A non-base UOM is a UOM that has a rule of conversion to the base UOM on the General tab (the Unit of Measure section) of the Non-Stock Items or Stock Items form.
Rank	The order in which the item in the row is displayed among the listed related items. The system copies values for the item from the Rank column on the Related Items tab of the Non-Stock Items or Stock Items form specified for the original item.
Relation	The type of relation between the original item and the related item, which is one of the following options: Cross-Sell Up-Sell Substitute Other
Tag	The additional characteristics of the relation type of the item in the row.
Inventory ID	The identifier of the stock or non-stock item related to the original item.
Description	The description of the item, which the system copies into this column from the settings of the item on the Non-Stock Items or Stock Items form.
UOM	The unit of measure of the related item, which is specified in the settings of the item on the Non-Stock Items or Stock Items form.
Unit Price	The price for a single unit of the related item, which is specified in the Default Price box on the Price/Cost tab of the Non-Stock Items or Stock Items form.
Ext. Price	The extended price of the related item, which the system calculates as the unit price of this row multiplied by the quantity of this row.
Ext. Price Difference	The extended price of the related item (specified in the table column) minus the extended price of the original item. A negative value means that the related item is cheaper than the original item. A positive value means that the related item is more expensive than the original item. This column appears on all tabs except the Cross-Sell Items tab.
Qty. Available	The available quantity of the related stock item. This column is always empty for non-stock items.
Warehouse	The warehouse in which the related item is stored. This column appears only if the Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.
Customer Approval Not Needed	A check box that indicates (if selected) that the item can be changed without discussion with the customer. The system copies the state of this column from the Related Items tab of the Non-Stock Items or Stock Items form.
Required	A check box that indicates that the related item is required to replace the original item (if selected for the substitute item) or that the related item is required for the original item to work properly (if selected for the cross-sell or the item with the Other relation type). The system copies the state of this box from the Related Items tab of the Non-Stock Items or Stock Items form.
The dialog box has the following buttons.
Add & Close	Replaces the original item in the invoice or adds an extra item to the invoice and closes the dialog box.
Cancel	Cancels the changes and closes the dialog box.

Taxes Tab

The table on this tab, which is filled out automatically when you click Save, contains information about all individual taxes applied to the document lines.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 9. Taxes Tab Elements
Column	Description
Tax ID	The identifier of the specific tax applied to the document.
Tax Rate	The tax rate used for the tax.
Taxable Amount	The taxable amount for the specific tax calculated through the document.
Tax Amount	The tax amount for the specific tax.

Commissions Tab

On the Commissions tab of the form, you can view the commissions calculated for the document, or specify salespersons who participated in sales.

This tab appears only if the Commissions feature is enabled on the Enable/Disable Features (CS100000) form and is not available for orders of the Transfer type.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 10. Commissions Tab Elements
Element	Description
Default Salesperson	The identifier of a salesperson to be used by default for each invoice line.
Total Commissionable	The total amount used to calculate commissions for all salespersons involved.
Commission Amt.	The total amount of commissions on the document.


Column	Description
Salesperson	The salesperson who participated in sales.
Commission %	The percent of commission generally earned by the salesperson.
Commission Amt.	The commission amount earned by the salesperson on this sale.
Commissionable Amount	The amount of the document subjected to commission.

Freight Tab

This tab has a Summary area with information about the total freight charges for the shipments related to the current invoice, and a table with detailed information about each shipment prepared for the invoice. The freight details are read-only except for the Premium Freight Price To adjust the Total Freight Price in an invoice, you can specify the needed positive or negative amount in the Premium Freight Price box

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Table 11. Freight Tab Elements
Element	Description
Freight Price	The total amount of freight charges.
Premium Freight	The total of any additional flat charges that apply to the document for shipping and handling.


Column	Description
Order Type	The type of the sales order that the shipment is based on.
Order Nbr.	The reference number of the sales order.
Shipment Nbr.	The reference number of the shipment document.
Shipping Terms	The shipping terms specified in the shipment document.
Shipping Zone ID	The customer's shipping zone.
Ship Via	The carrier through which shipping was performed.
Weight	The weight of the shipment.
Volume	The volume of the shipment.
Line Total	The total amount on all lines of the shipment document.
Freight Cost	The cost of freight for the shipment.
Freight Price	The charges for shipping the items.
Premium Freight Price	Any additional flat charges for handling this shipment. You can change the value in this column to adjust the total freight charges to be billed for this shipment.
Total Freight Price	The total of all freight charges for this shipment—that is, the sum of the freight price and the premium freight price in this line.
Account	The account used for recording freight charges.
Description	The description provided for the account.
Sub.	The corresponding subaccount.
Project Task	The task of the project.
Tax Category	The tax category of the freight charge.

Financial Tab

The Financial tab of the form provides information about the batch generated for the invoice.

Table 12. Link to GL Section
Element	Description
Batch Nbr.	The reference number of the batch that contains all the transactions generated by the invoice. You can click this number to navigate to the Journal Transactions (GL301000) form and view the details of the batch.
Branch	The branch where the invoice originated.
AR Account	The asset account to be updated by the document amount. The account selected in this box should be configured as a control account for the accounts receivable subledger. That is, for this account, AR should be selected in the Control Account Module column on the Chart of Accounts (GL202500) form. For more information on control accounts, see Control Accounts: General Information.
AR Subaccount	The corresponding subaccount to be used for the document.
Original Document	The reference number of the original invoice, which is being corrected by the currently selected invoice or credit memo.
Correction Document	The reference number of the correction document (a correction invoice or a cancellation credit memo) for the currently selected invoice. This box appears on the tab only if a correction invoice or a cancellation credit memo has been created for the current invoice. If the box contains the reference number of a cancellation credit memo, this reference number is shown in the box only until the cancellation credit memo it is released.

Table 13. Ownership Section
Element	Description
Workgroup ID	The workgroup responsible for the invoice.
Owner	The employee responsible for the invoice.

Table 14. Print and Email Options Section
Element	Description
Don't Print	A check box that indicates (if selected) that the document should not be printed.
Printed	A check box that indicates (if selected) that the document has been printed.
Don't Email	A check box that indicates (if selected) that the document should not be emailed.
Emailed	A check box that indicates (if selected) that the document has been emailed.

Table 15. Payment Method Section
Element	Description
Payment Method	The payment method of the customer to be used to pay for the invoice.
Card/Account Nbr.	The number of the customer's card. For each payment method that may have multiple instances, this identifier is automatically generated. For example, an identifier for a customer credit card will include the method description and a masked card number. If the invoice is created from the sales order, the value is inherited from this sales order. If the invoice is created without a sales order, the default card number of the customer is used.
Cash Account	The cash account associated with the payment method.
Payment Ref.	The reference number of the payment. This box appears only for invoices that are prepared for sales orders of the CS (Cash Sale) or CR (Cash Return) order types

Table 16. Tax Info Section
Element	Description
Disable Automatic Tax Calculation	A read-only check box that indicates (if selected) that the taxes on the Taxes tab of the current form are not automatically recalculated for a sales order invoice. This check box is read-only. The state of the check box is copied from the state of the check box with the same name specified for the related sales order on the Financial tab of the Sales Orders (SO301000) form.
Customer Tax Zone	The tax zone to be used for tax calculation. The system inserts the tax zone by using the first applicable rule it finds from the following: If the invoice is related to a particular project (that is, if a project is selected in the Summary area of the current form) and the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form, the system copies the tax zone from the Revenue Tax Zone box on the Addresses tab of the Projects (PM301000) form. If the invoice was created from a sales order that has a tax zone specified, the system copies the tax zone specified for this sales order on the Financial tab of the Sales Orders (SO301000) form. If the invoice was created from an appointment that has a tax zone specified, the system copies the tax zone specified for this appointment on the Financial tab of the Appointments (FS300200) form. If the system has not yet found an applicable rule, the system searches for a tax zone that matches the range of postal codes specified on the Tax Zones (TX206000) form. If no tax zone is found, the system continues searching for a tax zone that matches the state of the shipping address. If no tax zone is found, the system searches for a tax zone that matches the country of the shipping address. The postal codes included in a particular tax code are specified on the Ship-To Addresses tab of the Tax Zones form. For details, see Tax Zones and Categories: Automatic Assignment of a Tax Zone in Documents. If the order was not shipped by a common carrier, the customer tax zone is the tax zone assigned to the selling branch specified for the invoice (also on the Financial tab of the current form). The tax zone of the branch is specified on the Delivery Settings tab of the Branches (CS102000) form. Note: A common carrier was used if the Ship Via box on the Shipping tab of the Sales Orders form for the associated sales order is filled in and the Common Carrier check box is selected for the selected ship via code on the Details tab of the Ship via Codes (CS207500) form. If both of these conditions are not met, a common carrier was not used.
Tax Calculation Mode	The tax calculation mode to be used for the invoice. This box contains one of the following options: Tax Settings (default): The record uses the settings of the selected customer, or of the customer's location if the Business Account Locations feature has been enabled on the Enable/Disable Features (CS100000) form. Gross: The tax amount is included in the item price. Net: The tax amount is not included in the item price. This box appears on the form if the Net/Gross Entry Mode feature has been enabled on the Enable/Disable Features form.
Tax Exemption Number	The exemption certificate number of the selected customer, which is used if your system is integrated with AvaTax by Avalara. By default, the value is pulled from customer's location, but you can override it on the document level, if needed. The box appears on the form if the External Tax Calculation Integration feature has been enabled on the Enable/Disable Features form.
Entity Usage Type	The entity usage type of the customer location if sales to this location are tax-exempt. By default, the system copies the value of this box from the customer record. The box is available only if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features form.

Table 17. Cash Discount Info SectionThis section is available only if the document contains at least one tax that has the *Reduces Taxable Amount on Early Payment* option selected in the Cash Discount box on the Taxes (TX205000) form, and if the document has a non-zero cash discount amount. The elements in this section display the calculated amounts if the document is paid during the cash discount period and a cash discount is applied to the document. For details, see VAT for Early Payments: General Information.
Element	Description
Discounted Doc. Total	The document total, which has been discounted because of the cash discount being applied; this occurs when the document has been paid within the cash discount period.
Discounted Taxable Total	The taxable amount, which has been discounted because of the cash discount being applied to the document.
Tax on Discounted Price	The tax amount, which is calculated based on the price to which the cash discount has been applied.

Addresses Tab

This tab displays the billing and shipping addresses of the customer and the contact information for billing and shipping purposes. The system populates these settings by using the first applicable rule it finds from the following:

If the invoice is related to a particular project (that is, if a project is selected in the Summary area of the current form), and the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form, the settings in the Ship-To Address section are copied from the project settings that are specified on the Addresses tab (Project Address of the Projects (PM301000) form.
If the invoice was created based on a sales order, the system copies the billing and shipping settings specified for the sales order on the Addresses tab on the Sales Orders (SO301000) form.
If the system has not yet found an applicable rule, the system copies information from the customer location settings on the Customer Locations (AR303020) form.

When an AR invoice is generated for this SO invoice, the ship-to address and the ship-to contact settings are copied from the SO invoice on the current form to the AR invoice on the Invoices and Memos (AR301000) form if the settings have been overridden. The settings from the Ship-To Address section are copied to the Ship-To section of the Invoice & Memo (SO643000) report.

Table 18. Bill-To Contact Section
Element	Description
Override Contact	A check box that indicates (if selected) that the settings specified in this section can be modified or already differ from the settings of the customer selected in the Summary area of this form.
Company Name	The legal business name of the customer to appear on the documents.
Attention	The attention line as it is used in your company's business letters, which would be used to direct the letter to the proper person if the letter is not addressed to any specific person. The attention line may contain something like Purchase Orders Department or To whom it may concern.
Phone 1	The default phone number of the customer.
Email	The email address of the customer as a business entity.

Table 19. Bill-To Address Section
Element	Description
Override Address	A check box that you select to indicate that the default address should not be used and to specify a new address.
Validated	A check box that indicates (if selected) that the bill-to address has been validated. This check box appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.
Address Lookup	A button you click to open the Address Lookup dialog box. For the description of the dialog box, see Address Lookup Dialog Box. This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.
Address Line 1	The first line of the bill-to address.
Address Line 2	The second line of the bill-to address.
City	The customer's city.
Country	The customer's country.
State	The state or province of the customer.
Postal Code	The postal code. An input mask for the postal code can be set on the Countries/States (CS204000) form.

Table 20. Ship-To Contact Section
Element	Description
Override Contact	A check box that you select to indicate that the default contact information should not be used; if you select this check box, you can specify new contact information.
Company Name	The legal business name of the customer to appear on the documents.
Attention	The attention line as it is used in your company's business letters, which would be used to direct the letter to the proper person if the letter is not addressed to any specific person. The attention line may contain something like Purchase Orders Department or To whom it may concern.
Phone 1	The default phone number of the customer.
Email	The email address of the customer as a business entity.

Table 21. Ship-To Address Section
Element	Description
Multiple Ship-To Addresses	A check box that indicates (if selected) that the invoice is prepared for multiple shipments or sales orders with different ship-to addresses.
Override Address	A check box that you select to indicate that the default address should not be used and to specify a new address.
Validated	A check box that indicates (if selected) that the ship-to address has been validated. This check box appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features form.
Address Lookup	A button you click to open the Address Lookup dialog box. For the description of the dialog box, see Address Lookup Dialog Box. This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.
Address Line 1	The first line of the ship-to address.
Address Line 2	The second line of the ship-to address.
City	The customer's city.
Country	The customer's country.
State	The state or province of the customer.
Postal Code	The postal code. An input mask for the postal code can be specified on the Countries/States form. For a document created directly on the current form, the system uses the tax zone associated with the zip code from this box if no tax zone has been specified for the customer location in the Tax Zone box on the Shipping tab of the Customer Locations (AR303020) form. Note: If a tax zone for the specified postal code is not found, the system will use the tax zone of the shipping branch.
Latitude	The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available. This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.
Longitude	The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available. This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.

Discounts Tab

The Discounts tab has a table that shows the details of the Group- and Document-level discounts that were applied to the document. This tab appears only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Skip Discount	A check box that you select to cancel a Group- and Document-level discount for the invoice. Selecting the check box updates the document's total and the line amounts but does not remove the record of the canceled discount from the Discounts table.
Order Type	The type of the sales order.
Order Nbr.	The reference number of the sales order.
Discount Code	The identifier (code) of the discount applied to the document.
Sequence ID	The identifier of the discount sequence applied to the document.
Type	The type of discount whose sequence was applied to the document (Group, or Document).
Manual Discount	A check box that indicates (if selected) that the discount shown in this row has been applied manually from the Group- or Document-level discounts marked as manual on the Discount Codes (AR209000) form.
Discountable Amt.	The amount used as a base for discount calculation if the discount is based on the amount.
Discountable Qty.	The quantity used as a base for discount calculation if the discount is based on the item quantity.
Discount Amt.	The amount of the discount. This column is available for editing for document discounts and external discounts.
Discount Percent	The discount percent if the discount is defined to be calculated as a percentage. This column is available for editing for document discounts and external discounts.
Free Item	The inventory ID of the free item, if one is specified by the discount applied to the document.
Free Item Qty.	The quantity of the free item to be added as a discount.
External Discount Code	The code of an external discount. You can enter this code for informational purposes when you manually enter an external discount in the document.
Description	A brief description of the discount, which helps users to identify it.

Applications Tab

This tab has a table showing the payments applied to this document. This tab is not available for documents of the CS (Cash Sales) or CR (Cash Return) type.

Table 22. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Load Documents	Loads all documents of the Payment and Credit Memo type of the customer, for which the invoice is created.
Auto-Apply	Automatically applies the available payments to the document. The button is available if the Invoice type is selected in the Summary area.
Create Payment	Opens the Create Payment dialog box, where you can create a payment document for the invoice.
Capture	Captures the value of the Amount Paid box of a pre-authorized payment or prepayment applied to the invoice. The system assigns the captured payment or prepayment the Open status. The button appears on the form if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form. The button is available only if you have first selected a row with a pre-authorized credit card payment—that is, a row with Pre-Authorized in the Proc. Status column You cannot click the Capture button to capture a credit card payment that is applied to multiple sales orders or invoices. This credit card payment can instead be captured on the Payments and Applications (AR302000) form.
Void Card Payment	Voids a pre-authorized or captured payment or prepayment applied to the invoice. The captured payment or prepayment receives the Voided status. The button appears on the form if the Integrated Card Processing feature has been enabled on the Enable/Disable Features form. The button is available only if you have first selected a row with a pre-authorized or captured credit card payment—that is, a row with Pre-Authorized or Captured in the Proc. Status column. You cannot click the Void Card Payment button to void a credit card payment that is applied to multiple sales orders or invoices. This credit card payment can instead be voided on the Payments and Applications form.
Import Card Payments	Opens the Import Card Payment dialog box where you can enter an external credit card transaction to apply it to the invoice. The button appears on the form if the Integrated Card Processing feature has been enabled on the Enable/Disable Features form.
Create Refund	Opens the Create Refund dialog box, where you can create a refund document for the document. The Create Refund button appears on the table toolbar if the document has the Credit Memo type. The button is available if the document has the On Hold or Balanced status.

Table 23. Create Payment Dialog BoxYou use this dialog box to add a payment to the invoice.
Element	Description
Payment Amount	The total of the payment.
Description	A user-defined description of the payment.
Payment Method	The payment method to be used. By default, the system inserts the payment method specified in the Payment Information section on the Financial tab of the Sales Orders (SO301000) form or the customer's default payment method (listed by priority), but you can select another method.
New Card	A check box that indicates (if selected) that a new card (that is, one that is unregistered in the system) will be used and added for the customer on the Customer Payment Methods (AR303010) form. If the check box is selected, when you click the Authorize or Capture button in this dialog box, the Add Payment Authorize.Net-hosted form opens, where you fill in the customer’s credit card details; these details will be sent directly to the processing center via an encrypted channel.
Save Card	A check box that indicates (if selected) that the credit card will be added to the list of the customer's credit cards. This check box appears only if the Upon Confirmation option is selected in the Save Payment Profiles box on the Customer Classes (AR201000) form.
Card/Account Nbr.	The card or account number to be used. By default, the system inserts the number specified in the Payment Information section on the Financial tab of the current form or from the list of customer's credit cards (listed by priority), but you can select another number.
Cash Account	The cash account to be used. By default, the system inserts the cash account specified in the Payment Information section on the Financial tab of the current form, but you can select another account.
Payment Ref.	The reference number of the payment. This box appears when any payment method except for a credit card payment method is selected in the Payment Method box.
Proc. Center ID	The identifier of the plug-in used for integration with the processing center. This box appears if a credit card payment method is selected in the Payment Method box.
The dialog box has the following buttons.
OK	Creates the payment based on the settings you have specified in this dialog box and applies it to the invoice. This button appears when any payment method except for a credit card payment method is selected in the Payment Method box.
Capture	Creates the payment based on the settings you have specified in this dialog box, applies it to the invoice, and then creates a transaction by authorizing and capturing the payment amount on the customer card. If the creation of the new transaction is successful, the system assigns the Open status to the payment. This button appears if a credit card payment method is selected in the Payment Method box.
Authorize	Initiates the credit card processing to secure the payment amount on the card, creates the payment with the Pending Processing status, and applies this payment to the invoice. This button appears if a credit card payment method is selected in the Payment Method box.
Cancel	Closes the dialog box without saving the payment.

Table 24. Import Card Payment Dialog BoxA dialog box, in which you can import the external transaction and create a payment that is fully applied to the invoice.
Element	Description
External Tran. ID	The identification number of the external transaction.
Proc. Center ID	The identifier of the plug-in used for integration with the processing center.
The dialog box has the following buttons.
Create	Creates a payment and applies it to the sales order.
Cancel	Closes the dialog box without importing the external transaction.

Table 25. Create Refund Dialog BoxYou use this dialog box to add a refund to the invoice.
Element	Description
Refund Amount	The amount of the refund, which equals the total amount of the invoice by default.
Description	The description of the refund. This box is always blank by default.
Payment Method	The payment method used to create the payment to be refunded.
Cash Account	The cash account used to create the payment to be refunded.
Payment Ref.	The reference number of the refund. The value of this box is inserted automatically if the AR -Suggest Next Number check box is selected on the Allowed Cash Accounts tab of the Payment Methods (CA204000) form for the payment method specified in the dialog box.
Orig. Transaction	The reference number of the payment's original credit card transaction. If the payment has more than one transaction, the box is blank by default. This box is mandatory if the Allow Unlinked Refunds check box is cleared in the Summary area of the Processing Centers (CA205000) form for the default processing center of the selected payment method.
Card/Account Nbr.	The card or account number used to create the payment to be refunded.
Proc. Center ID	The identifier of the plug-in used for integration with the processing center.
The dialog box has the following buttons.
Refund	Creates a refund with the original transaction specified in the dialog box. If the transaction is not specified, the system generates a new refund transaction for the refund being created.
Cancel	Closes the dialog box without saving the refund.

Table 26. Table Columns
Column	Description
Doc. Type	The type of the payment document. For SO invoices, only the Payment type is applicable.
Reference Nbr.	The reference number of the payment. If you click this number, the system opens the Payments and Applications (AR302000) form in a pop-up window so you can view the details of the payment.
Amount Paid	The amount specified by the payment document.
Cash Discount Taken	The amount of cash discount taken during the application of the payment.
Write-Off Amount	The amount of the balance write-off to be automatically created on release of the invoice.
Payment Date	The date of the payment.
Balance	The balance of the invoice after payment application.
Description	The description of the payment.
Currency	The currency of the transactions.
Payment Period	The period in which the payment was applied.
Payment Ref.	The reference number of the payment document.
Status	The status of the payment.
Proc. Status	The processing status of the credit card transaction. This column appears on the form if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form. The column is empty if the payment method of the payment or prepayment does not use credit cards.

Table 27. Right PaneThe following boxes, which display totals related to the payments, are on the pane that is right of the table on the Applications tab.
Element	Description
Not Released	The total amount of all payments that have been applied to the invoice and have not been released yet.
Authorized	The total amount of all pre-authorized credit card payments that have been applied to the invoice. The box appears on the form if the Integrated Card Processing feature has been enabled on the Enable/Disable Features (CS100000) form.
Released	The total amount of all released payments that have been applied to the invoice.
Total Paid	The total amount of all payments that have been applied to the invoice.
Unpaid Balance	The invoice balance that has not been paid yet.