Job Billing - Editing Generated Invoices

Pgm: JBINVEDT – Edit Invoice; standard Treeview path: Job Billing > Billing > Edit Invoices

The Edit Invoice screen allows users to change the text of the generated invoice. Lines may be added, and text and amounts changed.

NOTE: Any changes to amounts are cosmetic only, e.g. not changed within the system.

Invoices using AIA/progressive billing formats will not use these edits.

Query the invoice required, and then use the [Edit Invoice] button to open the Edit Invoice pop-up window.

Pgm: JBINVEDT – Job Billing - Edit Invoice; standard Treeview path: Job Billing > Billing > Edit Invoices – [Edit Invoice] button

The editing screen will allow the user to change any system-generated lines. To change a line the user must go to the line to change and use the [Create Sub-Line] button. This will make a copy of the current line marked as a "User" line that can then be changed.

Depending on the type of record you may change the text, the details, or any of the amounts using this form.

The line types are:

• CONT – for contract level

• GRP – for group level

• BILL – for billing item level

• DET – Transaction detail level

• For CONT, GRP, and BILL types the fields you can change are the TEXT and the AMOUNTS

• For DET types the only fields you can change are the Detail fields.

NOTE: If you change the amount columns, these numbers will not be reflected in the invoice total or tax calculations. These are reference amounts only.