Insert an Invoice Transaction

When you accept a final invoice in Interactive Billing, you can insert additional invoice transactions if you want to split related amounts into multiple accounts and still have them appear in the same section on the invoice.

You can modify the revenue account, or other billing information, on the Invoice Accept dialog without inserting a transaction. For example, click in the Account field in the Invoice Accept grid if you want to change the account number. You may want to do this if your company records many different fee revenue accounts.

To insert an invoice transaction:

1. From the Navigation menu, click Billing > Interactive Billing.
2. On the Interactive Billing form, open the project.
3. On the toolbar, click Invoice > Accept. If this is the first invoice that you accepted in the current billing session, the Invoice File Selection dialog box displays. You can select the invoice file to which you want to add transactions or create a new invoice file and then click OK.
4. On the Invoice Accept dialog box, click the Insert grid option. You can also copy an existing transaction and modify details to insert a new transaction. To do this, click Copy on the Invoice Accept grid and modify the fields.
5. Complete the information on the Invoice Accept grid.
6. Optional. Insert more transactions.
7. Click OK to accept the final invoice and create an invoice transaction entry file in the Transaction Center for posting.