ADDRESSES

Use this subtask to enter the billing and remittance address for this invoice. You must update this subtask before printing or posting  the invoice.

Project

This non-editable field displays the project number from the main screen. The untitled field to the right displays the description.

Customer

This non-editable field displays the customer from the main screen.

Invoice

This non-editable field displays the invoice number.

Bill Address

Use this group box to select the billing address for the invoice. The billing address will default from the Project Billing Info screen (Projects » Billing » Billing Master or Projects » Project Setup » Revenue Setup) but can be edited here.

Address

Enter, or use to select, the code of the address to which you want to submit this invoice. This billing address must be valid for the customer being invoiced.

Line 1, Line 2, Line 3

Enter the street address in these fields.

City

Enter the city in this field.  If you skip ahead to enter the Postal Code first, and that postal code has already been used in the system, the city information will automatically be brought into the screen for you. Once the information has been brought in, you can edit it. However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

State/Province

Enter, or use to select, the state/province in this field. If you skip ahead to enter the Postal Code first, and that postal code has already been used in the system, the state/province information will automatically be brought into the screen for you. Once the information has been brought in, you can edit it. However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

Country

Enter, or use to select, the country code for this address. If you skip ahead to enter the Postal Code first, and that postal code has already been used in the system, the country information will automatically be brought into the screen for you. Once the information has been brought in, you can edit it. However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

Postal Code

Enter, or use to select, the postal code for this address. Note that the postal code will bring in the city, state/province, and country code if they have not already been entered. The first time you use a postal code, the system will store the city, state/province, and country code in its table.  From then on, if you enter the postal code first, it will bring in the other information. Once the information has been brought in, you can edit it. However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

Remit To

This editable group box contains information about the remittance address.  The initial default remittance address will be taken from the Project Billing Info screen (Projects » Billing » Billing Master or Projects » Project Setup » Revenue Setup). 

Address

Select the remittance address to which you would like your customer to send payment. The remittance address must be a valid address from the Remittance Addresses screen (Projects » Billing » Controls).

Line 1, Line 2, Line 3

Enter the street address on these lines.

City

Enter the city in this field.  If you skip ahead to enter the Postal Code first, and that postal code has already been used in the system, the city information will automatically be brought into the screen for you. Once the information has been brought in, you can edit it. However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

State/Province

Enter, or use to select, the state/province in this field. If you skip ahead to enter the Postal Code first, and that postal code has already been used in the system, the state/province information will automatically be brought into the screen for you. Once the information has been brought in, you can edit it. However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

Country

Enter, or use to select, the country code for this address. If you skip ahead to enter the Postal Code first, and that postal code has already been used in the system, the country information will automatically be brought into the screen for you. Once the information has been brought in, you can edit it. However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

Postal Code

Enter, or use to select, the postal code for this address. Note that the postal code will bring in the city, state/province, and country code if they have not already been entered. The first time you use a postal code, the system will store the city, state/province, and country code in its table.  From then on, if you enter the postal code first, it will bring in the other information. Once the information has been brought in, you can edit it. However, any changes you make will not change the default information located in the Maintain Postal Codes screen (Others » System Administration » System Codes).

Bill Number

Enter the project-specific bill number in this field, if applicable.