EDI Viewer - Invoice Number Maintainance


The Invoice Number Maintainance window is used to enter and edit invoice numbers by tax year.
The invoice number you see in this screen was the last invoice created; the next invoice created will use the next number in sequence, and update the numbers in this screen.

When creating your Invoice Number sequence for a new Tax Year, start with Invoice Number 0000, so the next invoice you create is number 0001, etc.

The Comments will show up on the bottom of the Invoice Summary page for every invoice you create.
If you want a customized message for a specific lessee, enter it in the Invoice Comment section of the Owner / Lessee Maintenance window.

The last 4 digits of the invoice number must be numeric because they will be increased by 1 with every invoice you create.

   
To add a new Invoice Number, you can the following:
  • Right-click your mouse to get a popup menu and choose add or insert.
  • Press the shortcut keys, CRTL and A (add).
  • Click the edit menu at the top of the screen and then choose add or insert.
To delete a Invoice Number, click on the Report Group and do any one of the following:
  • Right-click your mouse to get a popup menu and choose delete.
  • Press the shortcut keys, CRTL and D.
  • Click the edit menu at the top of the screen and then choose delete.
  • Owner / Lessee cannot  be deleted if linked to an entity or invoice.
To Print, click the Print toolbar button or choose Print from the File menu.