Invoice Sources
You can use these invoice sources within the Billing application:
- Manually-entered invoices
- Interfaced from an outside source
- Shipment-related, created in the Order Entry application
- Recurring invoice
- Customer returns, credit memo from the Order Entry application
- 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 values in 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
Invoices are categorized into debit and 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.