Edit the Invoice Profile

 

The following fields are editable from the Invoice Profile:

Field Required Description
invoice batch Optional choose the batch that contains this invoice from the drop-down list.
transaction date Optional enter or select a date for the transaction
po number Optional enter the po number
invoice terms Optional choose the terms from the drop- down list
source code Optional enter an applicable source code
media code Optional enter an applicable media code
tracking number Optional

Enter a valid tracking number for the shippable product. You must go get this number from the shipping company's website. Once you enter a valid tracking number, the linked tracking number appears on the eWeb invoice for your purchasing customer.

See UPS Worldship

collection status Optional choose a collection status for this invoice
invoice total Read Only displays the total charged for this invoice
invoice balance Read Only displays the amount left to be paid on this invoice.
group items? Optional select this check box if you want to group items on the invoice print out
invoice group description Optional enter a description for the group that this invoice appears in on the invoice print out
opportunity Optional choose a sales opportunity that is linked to this invoice
close opportunity? Optional select this check box to close the opportunity that you chose in the previous field