Create the invoice document

1. Select the jobs included on the one invoice to open the Invoice edit screen for the job(s).
2. Specify the invoice details.
3. Select quotes for invoice pricing, if using quotes.
4. View the invoice line details.
5. Select the Generate tab to display the completed invoice details.
   • The CheckInformational Invoice program setting defines the default setting for the Informational check box.
   • The CheckPaperwork Invoice program setting defines the default setting for the Print check box.
   • The DefaultViewMode Invoice program setting defines the default setting for the View option.
6. Click Generate to create the invoice report in Microsoft Excel™.
   • InvUDF.VBS is a VBScript file located in the folder defined by the ConfigDirectory GLOBAL setting.
     • If the BeforeCreatePaperwork subroutine exists in InvUDF.VBS, it is invoked before the invoice is created.
     • If the DuringCreatePaperwork subroutine exists in InvUDF.VBS, it is invoked during the invoice creation.
     • If the BeforeGetSequence subroutine exists in InvUDF.VBS, it is invoked after the invoice report is created.

   • InvUDF.VBS is a VBScript file located in the folder defined by the ConfigDirectory GLOBAL setting.

     • If the AfterCreatePaperwork subroutine exists in InvUDF.VBS, it is invoked after the invoice report is created.

   • The following program settings should be considered when multiple jobs are included on one invoice:

     • If the IncludeJobHeaderLine Invoice program setting is enabled, a header line displays per job when multiple jobs are included in a single invoice.

     • If the HeaderLineTotals Invoice program setting is enabled, a sum of the amount values, the maximum number of samples or the maximum number of analytes are calculated and added to the header lines.

     • If the IncludeMiscSchemesinTotal Invoice program setting is enabled, miscellaneous type schemes are included in the total shown in the header line for a job.

   • The JobSeparator Invoice program setting defines the default message inserted between different jobs on the invoice.

   • The invoice number is automatically determined using the Invoice unique number sequence. Refer to Maintaining Unique Number Sequences. The last number used for the sequence are updated to the next number in the sequence every time this is accessed. The invoice number is also included and can be seen when Reviewing Operational Data Audits.

   • InvUDF.VBS is a VBScript file located in the folder defined by the ConfigDirectory GLOBAL setting.

     • If the BeforeGetSequence subroutine exists in InvUDF.VBS, it is invoked before the next invoice sequence number is determined.

7. Save the invoice report.

   • InvUDF.VBS is a VBScript file located in the folder defined by the ConfigDirectory GLOBAL setting.

     • If the BeforeSaveInvoice subroutine exists in InvUDF.VBS, it is invoked before the invoice report is saved.