Manual Invoices Fields

This section describes the fields and actions on the Manual Invoices workspace.

Header Fields

Field	Description
Invoice Number	This field displays the identification number of the sales invoice, which is allocated automatically by Maconomy and cannot be modified.
Customer Name	This field displays the name of the customer who ordered the items.
Customer Number	This field displays the customer identification number.

Header Actions

Button	Description
+ New Invoice	Click this action to create a new invoice.
	Click this action to refresh data in the current workspace.
	Click this action to display the list view. Click this action to display the detailed view.
Save	Click this action to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action is disabled until additional changes are made.
Revert	Click this action to undo changes made to the current record, or to any of its lines.
Print Invoice	Click this action to print the current sales invoice. You can only print invoices with item lines or charges and have been approved.

Manual Invoices Fields

Field	Description
Customer	This field displays the ship-to customer's name and identification number, including the address where orders will be delivered. Once invoice lines are created, you can no longer update the customer's primary details. This field also displays the customer's attention person to whom the shipment is addressed, and the customer's phone number and email address. Contact details may be updated as needed. If you are creating a new invoice, Maconomy retrieves the customer information from the Customers workspace, but you can make the necessary changes.
Reference	This field displays the customer contact with whom you spoke about the sale, if applicable.
Bill to Customer	This field displays the bill-to customer's name to whom the payment information for the order is addressed. It also includes the bill-to customer's address, attention person, and additional contact details. You can only update the bill-to customer name or identification number. After you select a name or number, Maconomy retrieves the bill-to customer's contact information from the Customers workspace automatically.
Sales Rep.	This field displays the name and number of the employee who serves as the sales representative for the current invoice. Maconomy automatically assigns the representative who commonly sells to the current customer, but you can update this field as needed.
Total	This field displays the amount to be paid by the customer for the current sales order. Click the amount to display an info bubble with the details of the breakdown.

Invoice Details Card

Field	Description
Job	This field displays the job that is linked to the sales invoice.
Task Name	This field displays the task related to the sales invoice if it is linked to a job.
Payment Terms	This field displays the applicable payment terms for the current customer and cannot be modified.
Tax No.	This field displays the customer's tax number.
Invoice Date	This field displays the invoice date.
Due Date	This field displays the date when the payment for the current sales invoice is due.
Currency	This field displays the currency of the sales order. You cannot modify this field once invoice lines or charges are added.
Language	This field displays the language to be used when printing invoices. If applicable, Maconomy retrieves the language from the customer information in the Customers workspace, but you can update this field as needed.
Company	This field displays the name and number of the company responsible for the sales invoice.

Dimensions Card

Field	Description
Location	This field displays the value for the Location dimension, if applicable.
Entity	This field displays the value for the Entity dimension, if applicable.
Project	This field displays the value for the Project dimension, if applicable.
Purpose	This field displays the value for the Purpose dimension, if applicable.
Specification 2-3	This field displays the values for the Specification 2 to 3 dimensions, if applicable.
Location Specification 1-3	This field displays the values for the Local Specification 1 to 3 dimensions, if applicable.