Invoice Editing Single Dialogs Workspace

Use this workspace to edit an approved invoice selection before the invoice can be printed and mailed to the customer.

Note: The description of this workspace assumes that you are creating invoices, but most of the features also apply to creating credit memos.

Use the Invoice Selection workspace to create and approve invoice selections. Then use the Invoice Editing workspace to edit the text, quantities, and prices of selections.

When you insert text, Maconomy automatically adjusts the text wrapping and prints the amount in alignment with the bottom line. You can set a standard line width in the System Parameters workspace, but still change the line width in this workspace

You can create an invoice from the edited invoice selection only if the invoice total is the same as it was when the invoice selection was approved.

After you edit the invoice selection, you can use the Print Invoice action to create and print the actual invoice. You can use the Print Credit Memo action to create and print credit memos. Alternatively, you can create and print several invoices at the same time in the Job Invoicing workspace. You can retrieve and reprint an old invoice or credit memo in the Show Job Invoice or Show Job Credit Memo workspace.

When you create and print an invoice, Maconomy creates an invoice journal. If you have selected the Automatic posting of invoices system parameter, the invoice journal is posted automatically. If you do not select that system parameter, you must post the journal in the Posting workspace in the G/L module.