Invoice General Information

Area	Field	Description
Billing Information See Invoice Template Actions. You can preview invoice documents by clicking . PDF documents are generated using templates.	Inv#	The generated invoice number. Note: You can locate invoices using the search function in the application. See Search Function.
Currency	The currency for the amounts on the invoice.
Status	The invoice status. See Invoicing Status.
Status Reason	The invoice status reason.
Client Invoice Document	The client invoice document template to used to create .pdf invoice documents for a batch run. See Invoice Template List.
Supplier Invoice Document	The supplier invoice document template to used to create .pdf invoice documents for a batch run. See Invoice Template List.
Invoice Batch ID	The batch run identifier if the invoice was generated using the batch run method. See Invoice Batch Run Details.
Description	The text description added to the invoice document configuration. See Run Invoice Batch Process.
Invoice E/D	Invoice end date represents the greatest earnings end date (cutoff) for all timecards that were included on the invoice.
Inv Option	The invoice option used to generate the batch run.
Amount	The total amount on the invoice.
Remit Address	The remit address for the invoice document.
MSP Up Fee	The MSP up fee calculated for the invoice.
MSP Down Fee	The MSP down fee calculated for the invoice.
Invoice Group	The invoice group. The invoice group is configured on the invoice option.
Dates of Interest	Date/Time Created	The date and time stamp that the invoice was created.
Date/Time Processed	The date and time stamp that the invoice was processed.
Date Billed	The date and time stamp that the receiving entity was billed. You can add the date the client or supplier was billed by clicking and entering a value in the field. You can also click the calendar icon and selecting a date form the calendar popup.
Operational Functions Note: This section is unavailable for finalized invoices.	Lock Invoice/Calculate Taxes - Status='Pending' Unlock Invoice - Status='Locked' Finalize Invoice - Status='Submitted'	Click the blue text to process the generated invoice and calculate taxes based on the configured method. See Bulk Lock Invoices.

Billing Information

See Invoice Template Actions.

You can preview invoice documents by clicking . PDF documents are generated using templates.

Inv#

The generated invoice number.

Note:

You can locate invoices using the search function in the application. See Search Function.

Currency

The currency for the amounts on the invoice.

Status

The invoice status. See Invoicing Status.

Status Reason

The invoice status reason.

Client Invoice Document

The client invoice document template to used to create .pdf invoice documents for a batch run. See Invoice Template List.

Supplier Invoice Document

The supplier invoice document template to used to create .pdf invoice documents for a batch run. See Invoice Template List.

Invoice Batch ID

The batch run identifier if the invoice was generated using the batch run method. See Invoice Batch Run Details.

Description

The text description added to the invoice document configuration. See Run Invoice Batch Process.

Invoice E/D

Invoice end date represents the greatest earnings end date (cutoff) for all timecards that were included on the invoice.

Inv Option

The invoice option used to generate the batch run.

Amount

The total amount on the invoice.

Remit Address

The remit address for the invoice document.

MSP Up Fee

The MSP up fee calculated for the invoice.

MSP Down Fee

The MSP down fee calculated for the invoice.

Invoice Group

The invoice group. The invoice group is configured on the invoice option.

Dates of Interest

Date/Time Created

The date and time stamp that the invoice was created.

Date/Time Processed

The date and time stamp that the invoice was processed.

Date Billed

The date and time stamp that the receiving entity was billed.

You can add the date the client or supplier was billed by clicking and entering a value in the field. You can also click the calendar icon and selecting a date form the calendar popup.

Operational Functions

Note:

This section is unavailable for finalized invoices.

Lock Invoice/Calculate Taxes - Status='Pending'
Unlock Invoice - Status='Locked'
Finalize Invoice - Status='Submitted'

Click the blue text to process the generated invoice and calculate taxes based on the configured method. See Bulk Lock Invoices.