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 |