Draft Invoices Fields
This section describes the fields and actions on the Draft Invoices workspace.
Card Part Fields
Field | Description |
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Job | This field displays the name and number of the job being invoiced. |
Customer | This field displays the name of the customer being invoiced. |
Type | This field displays the invoice type. |
Invoice Name | Enter a name for the draft invoice. |
Payment Terms | Select the payment terms to apply to the invoice. |
Preferred Invoice Date | Select the preferred invoice date. This must be within the open posting interval. If you do not choose a date, Maconomy automatically enters the date when the invoice was printed. |
Due Date | This field displays the date on which payment is due for the invoice. |
Blanket Draft | This field displays whether the current record is included in a blanket draft. |
Selected for Invoicing | This field displays the total price of invoice lines selected for invoicing. |
To be adjusted on draft, Summary | This field displays the amount to be adjusted based on the changes you make to the draft invoice. |
Price Breakdown | This field displays the price to be paid. Click the amount to display an info bubble with the details of the breakdown. |
Up/Down | This field displays the amount by which the invoiceable amount has been written up or down, expressed in the currency of the job. |
Billing Address | This field displays the address of the bill to customer.
Update the information as needed. |
Card Part Actions
Button | Description |
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Click this icon to refresh data in the current workspace. | |
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Click to display the list view.
Click to display the detailed view. |
Save | Click this action button to save changes to the current record. After saving changes, the record status updates accordingly, and the Save action button is disabled until additional changes are made. |
Revert | Click this action button to undo changes made to the current record, or to any of its lines. |
Submit Draft | Click this action button to submit a record for approval. After submission, the record status is updated, and this action is disabled until you make additional changes.
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
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Print Draft | Click this action button to print the draft invoice. |
Approval | Choose an approval action from the dropdown list:
Note: This action is shown only for users with the required permissions, and when the job uses approval hierarchies, or follows a simple workflow.
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Editing | Choose an action from the dropdown list:
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Other Actions | In the Draft Invoices workspace, this dropdown list includes the following actions:
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- Related Topics:
- Draft Editing Subtab
This section describes the fields and actions on the Draft Editing subtab of the Draft Invoices workspace. - Foundation Subtab
This section describes the fields and actions on the Foundation subtab of the Draft Invoices workspace. - Documents Subtab
This section describes the fields and actions on the Documents subtab of the Draft Invoices workspace. - Conversation Assistant
This section describes the fields and actions on the Conversation assistant. - Document Assistant
Use this assistant to view and download documents.
Parent Topic: Draft Invoices