Maintaining Header Details for an Invoice

Invoice header details displays over-arching details of the invoice.

A unique temporary Invoice Number is given to each initial job invoice upon creation. When a draft invoice is created from an initial invoice or a draft invoice is created by merging initial invoices then an actual Invoice Number is given to the invoice.

The Invoice Type shows the type of invoice: either Proposal Invoice or Production Invoice, and the Invoice Status shows where the invoice is at in its life cycle.

Since an invoice can contain a single job invoice or multiple merged job invoices, the job invoice that has Is Primary? checked is known as the primary job invoice. The Currency, Client Code, Project Code and Contact Code from the primary job invoice are used for the entire invoice and are displayed in the invoice header.

Updating Header Details

The Client Code cannot be updated.

Whilst Invoice Status is Initial, it is possible to:

• Update the currency on a job invoice in an invoice.

Whilst Invoice Status is Initial or Draft, it is possible to:

• Maintain surcharges for an invoice for a single-job invoice or a combined-by-job invoice.
• Maintain rebates for an invoice for a single-job invoice or a combined-by-job invoice.
• Maintain taxes for an invoice.

Whilst Invoice Status is Initial, Draft or Edited, it is possible to:

• Update the description of the invoice.
• Update the project or contact on an invoice.
• Update the discount on an invoice.
• Update whether to ignore tax on an invoice.
• Update the email recipient on an invoice.
• Update the external ID for an invoice.

Whilst Invoice Status is Edited, it is possible to:

• Maintain miscellaneous line items for an invoice.

It is possible to update the invoice template on an invoice at any point in the invoice life-cycle.

In all cases, adjustment of header details requires that the invoice is re-generated.