View the invoice line details

  1. Select the jobs included on the one invoice to open the Invoice edit screen for the job(s).
  2. Select the Details tab to display the invoice line details.

To add an invoice line item:

  1. 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.

  1. To insert an invoice line item:
  1. 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.

  1. To insert an extra line that can be used to enter additional information:
    1. 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.

  2. To insert a miscellaneous scheme:
    1. 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.

    2. Select the miscellaneous scheme from the drop-down list.
  1. To add a tax line to the invoice:
    1. Click Tax.
  2. To add a tax line to the invoice:
    1. 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.

  3. To delete an invoice line item:
    1. Select the invoice line item.
    2. Click Delete.
  4. To remove all invoice line items:
    1. Click Clear.
  5. To reload all invoice items using the details from the job:
    1. 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.