How to get to Maintain Invoices: Click on Billing, then Maintain Invoices.
This screen is used to pull in existing Invoices to view and edit. Invoices are created on the Quick Invoice screen.

• Enter an Invoice # or use the look up button to search. If you wish to keep the invoices in numerical order, type the letter N in the Invoice # field and press the Tab key. A message will appear, click OK to accept.
  
  

• The Invoice Date is automatically pulled in on the day you are making the invoice.
• Enter the Customer # or use the look up button to search. If you are entering a new customer, type in a new customer number and press the Tab key. A message will appear that will take you to Maintain Customers where you can fill in the new customer information.
• Enter the Job # or use the look up button to search. By placing the Job # in this field it will send any Materials or Labor on the Invoice to the Job Detail Report. Also, when entering Materials on the Invoice they are automatically shown as covered when a Job # is attached to the Invoice.
• The Lead Source field is used to determine how the customer found you. To use this field, you must first enter the Lead Source information under the Contact Management module.
• The Service Type field is setup through Maintain Billing Look up Codes. Use the look up button to search.
• When a Department is entered, the Invoice ledger can be printed by department. The codes must first be entered under Maintain Billing Look up Codes.
• Enter the Service Contract # and the Bill Code or use the look up buttons to search.
• Check box selections:

* Charge For Service Contract - This option will charge on the invoice for the service contract.
* Service Contract Invoice -Check this box if this invoice is for a service contract.
* Print Labor - This option will print the labor on the invoice.
* Print Materials - This option will print the materials on the invoice.
* Tax Labor - This option will tax the labor on the invoice.
* Tax Materials - This option will tax the materials on the invoice.
* Tax Contract - This option will add tax onto a contract invoice.
* Covered - This option covers the material and labor charges on the invoice so as not to charge it on the invoice.
* Tax Covered Charges - This option will not charge taxes on covered materials and labor.

• Under the Defaults 2 tab, sales tax is maintained. The invoice can handle up to 2 sales tax IDs. Sales Tax IDs must be set up before this can be done.
• Enter the Sales Tax ID #. The tax rate will automatically be pulled in with the ID depending on what you set the tax rate up to be under Maintain Sales Tax .

• The Materials tab contains the Materials that are being used for this invoice. To add a material, click the Add Rows button.
• Double click in the area to type directly on the line. Use the tab key to move to the next area to type. Right-clicking on the highlighted row also brings up a box with more editing options.
• The screen shown below will appear when right-clicking on a line and selecting 'edit as form'. When adding materials using the Item # from inventory, a box will appear 'Use Flat Rate Price?'- clicking OK will bring in the Installed Price used for flat rate in inventory (Click here for more details). If you are not using this feature, click Cancel.

• Click Save to add the Material item to the invoice.
  

• Type customer detail under the Details tab. To add your own HTML, check the View Source box at the bottom left. Make sure to use your Shift-Enter keys on your keyboard to single space description detail.
  

• The Labor tab shows detail of the labor on this invoice. To include more labor, click the Add Rows button. Enter the information by double clicking in the area to type. Right-click on a highlighted row to bring up more editing options.
• The Sub-Contract and Commissions tabs will also list and allow you to add the corresponding details on the invoice.