Contents of the Assign Invoice Number Dialog Box

Use the options on this dialog box to assign a user-defined or system-generated number for the next invoice or credit memo.

Contents

When you use either the companywide or project invoice numbering method and you set Allow Changes to Next Invoice Number to No on the Options form in Settings > Billing > Options, this dialog box informs you that the next available invoice number will be assigned. You cannot enter a different number. The assigned number is based on the number currently entered in the Next Invoice Number field on Billing Session Options dialog box if you use the companywide invoice numbering method. If you use the project invoice numbering method, it prefills with the Next Invoice Number field in the Summary pane in Billing Terms for a project. When you use either the companywide or project invoice numbering method and you set Allow Changes to Next Invoice Number to Yes on the Options form in Settings > Billing > Options, you can select the next available invoice number (system assigned) or enter a different number as per the following fields and options described below.

Field	Description
Next Available	Select this option to have Vantagepoint automatically assign the next available number to the invoice or credit memo. This number comes from one of the following locations: If you use the company-wide invoice numbering method: The Next Company Invoice Number field on the Billing Session Options dialog box in Interactive Billing, This field prefills with the invoice number specified in the Next Invoice Number field in Settings > Billing > Options. If you use the project invoice numbering method for invoices: The Next Invoice Number field in the Summary pane in Billing Terms for a project (Hubs > Projects > Billing Terms).
Specific Number	To use a different number for invoice or credit memo, select this option and then enter a number for the invoice or credit memo. The number that you enter does not affect the Next Company Invoice Number field in Billing Settings or the Next Invoice Number field in Billing Terms. It affects only the invoice or credit memo that you are currently creating. You cannot use a number that was previously used for the current project. If you attempt to do so, you receive an error message. If you enter a number that was previously used for another project, you receive a warning message. You can still enter the previously used number. However, if you generate an invoice with a previously used invoice number, the invoice or credit memo that already has that number is longer be available to print.
Assign	If you are creating an invoice: Click Assign to return to the Interactive Billing form. If you assigned a different invoice number, it displays in the Invoice field on the General tab. If you are creating a credit memo: Click Assign to accept the credit memo and return to the Interactive Billing form, where you see the credit memo in the list of invoices on the Invoice History tab. If you use the Employee Realization Reporting feature, when you click Assign and either of the following is true, the Employee Realization Allocation dialog box displays. You selected No on the credit memo dialog box that asked "Do you want default credit amounts equal to the original invoice amounts?" You selected Yes on the credit memo dialog box that asked "Do you want default credit amounts equal to the original invoice amounts?" and the amount of the credit memo was less than the amount of the original invoice.
Cancel	Click this option to return to the previous form or dialog box without creating an invoice or credit memo.