Sources of invoices
These are the sources of invoices that you can use within the Billing application:
-
Manually-entered invoices
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Interfaced from an outside source
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Shipment-related (created in the Order Entry application)
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Recurring invoice
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Customer returns (credit memo from the Order Entry application)
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Activity (created in the Project Accounting application)
When creating invoices, you can use the Billing application to assign a value to each invoice and indicate the source.
This table shows the value that indicates each invoice source:
| Value | Invoice Source |
|---|---|
| M | Manually created invoice |
| I | Interfaced invoice |
| S | Shipment-related invoice |
| C | Recurring invoice |
| R | Credit memo created from a return |
| A | Invoice created in the Project Accounting application |
Category of invoices
There are two categories of invoices: debit or credit memos. This table shows the invoice category for each type of invoices:
| Invoice category | Type of invoice |
|---|---|
| Debit memo | Shipment-related invoices |
| Interfaced invoices | |
| Manually entered invoices | |
| Recurring invoices | |
| Credit memo | Credit memos |
| Credit memos created from returns |
Regardless of how you create an invoice, all invoices go through some part of the invoicing process. You process them individually, in batches, or both.