Sources of invoices

These are the sources of invoices that you can use 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 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.