View the invoice line details
- Select the jobs included on the one invoice to open the Invoice edit screen for the job(s).
- Select the Details tab to display the invoice line details.
To add an invoice line item:
- Click Add.
The InsertSchFile Invoice program setting defines the form heading and the full path and file name of the screen file used to insert a scheme.
- To insert an invoice line item:
- Click Insert.
The InsertSchFile Invoice program setting defines the form heading and the full path and file name of the screen file used to insert a scheme.
- To insert an extra line that can be used to enter additional information:
- Click Insert Infolines.
The nsertInfoFile Invoice program setting defines the form heading and the full path and file name of the screen file used to insert informational invoice lines.
- Click Insert Infolines.
- To insert a miscellaneous scheme:
- Click Insert Misc.
The nsertMiscFile Invoice program setting defines the form heading and the full path and file name of the screen file used to insert the miscellaneous invoice item.
- Select the miscellaneous scheme from the drop-down list.
- Click Insert Misc.
- To add a tax line to the invoice:
- Click Tax.
- To add a tax line to the invoice:
- Click Edit.
The EditItemFile Invoice program setting defines the form heading and the full path and file name of the screen file used to edit the invoice item.
- Click Edit.
- To delete an invoice line item:
- Select the invoice line item.
- Click Delete.
- To remove all invoice line items:
- Click Clear.
- To reload all invoice items using the details from the job:
- Click Refresh.
InvUDF.VBS is a VBScript file located in the folder defined by the ConfigDirectory GLOBAL setting.
If the AfterRefreshData subroutine exists in InvUDF.VBS, it is invoked after the invoice data is refreshed.
- Click Refresh.