Sources of invoices
The sources of invoices are:
-
Manually-entered
-
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)
The Billing application assigns a value to each invoice when you create it, indicating 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 |
Kinds of invoices
Invoices are either debit or credit memos. This table shows which category each type of invoice belongs to:
| 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 they are created, all invoices go through some part of the invoicing process. You can process them individually, in batches, or both.