Invoice

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Use the Invoice form to enter controls for generating and printing invoices.

Prompt to confirm bulk generating of invoices

Select this option to display a prompt to confirm when the Generate Invoices button is clicked in the invoice generation process. The prompt prevents a user from activating the process accidentally when all lines have been selected.

Default all to selected when generating invoices

Select this option to select all order lines when the invoice generation process runs.

Combine Packing Slips on Invoice

Select this option to combine multiple packing slips on a single invoice. This integrates with the Generate Invoices form.

Note: If you select this option, you can't select the Use packing slip no. as invoice no. option on this form.

Use packing slip no. as invoice no.

If you select this option, Greentree Desktop generates the invoice number. It is the same as the packing slip number.

If you don't select this option, Greentree Desktop generates invoice numbers using the invoice range.

Recalculate prices when generating invoices

Select this option to recalculate sales order line prices when an invoice is generated. You can select this option if there is a time delay between when the sales order is entered and the invoice is generated, and you want pricing to be recalculated based on any cost changes for the latest inventory receipt that may have occurred during that time.

Note: If the Hold Price option was selected for a sales order line, the price is not recalculated for the line when an invoice is generated.

Use today's date when generating invoice from packing slip maintenance

Select this option to update the invoice document date to today's date when the invoice is generated.

If you don't select this option, the invoice assumes the date created from the packing slip.

Separate SO invoice range

If the option to Use packing slip no. as invoice no. is not selected, select this option to define a separate invoice number range:

Start

Enter the number used when the first invoice is generated. Invoice numbers increment by one each time a new invoice is generated.

End

Enter the last number used when invoice numbers are generated automatically. When this number is reached, you must to reset the Last number.

Last

This field displays the last generated invoice number. Edit this when you set up Greentree Desktop for the first time (it must be one less than your start number), or when you must re-set the numbers because the End number is reached.

Retain zero supplied packing slip lines after invoicing

Select this option to ensure zero supplied packing slip lines are not deleted during the SO Generate Invoices process. This is enabled if you have selected the Accounts Receivable Module Control option to Print zero supplied order lines on invoices and are using the AR Invoice with B/O qty - L report.

Greentree delete lines of this type when invoices are generated, but you can display these lines on the invoice for the customer's reference.

Invoice Rounding Method

Select a method for rounding decimals on invoices:

• Disabled - No rounding occurs.
• Round Down - Rounds the invoice value down to the nearest cents, in the next field. For example, an invoice value of $2.26 rounded down to 0.05 cents = $2.25.
• Round Up - Rounds the invoice value up to the nearest cents, in the next field. For example, an invoice value of $2.26 rounded up to 0.05 cents = $2.30.
• Round to Closest - Rounds the invoice value, either up or down, to the nearest cents, as specified in the next field. For example, an invoice value of $2.26 rounded to closest 0.05 cents = $2.25 (round down). An invoice value of $2.58 rounded to closest 0.05 cents = $2.60 (round up).

to the nearest

If you selected a rounding method, enter the value to which you want the value to be rounded (in cents).

Rounding G/L account

Enter the general ledger account to which you want rounding amounts to be posted. This keeps the general ledger in balance.

Tax code

Select the tax code to use for rounding amounts.

• Generate Invoices
• Accounts Receivable Module Control
• Tax Cod Maintenance

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