Actions

This section shows the Actions available in the Invoice Preparation workspace.

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Field	Description
Prepare Invoice	This action prepares the invoice with the chosen basis. If the invoice preparation is based on the budget or a percentage of the budget, then this action will create lines based on the budget, with or without grouping of the lines as specified in the invoice layout rule, and this will be set for invoicing on account. You can also base invoice preparation on job entries. You can either close all entries or use selection criteria, such as a cut-off date, for delimitation. You can subsequently edit the text and amount to invoice. Note that Invoice Preparation does not allow you to write up or down entries. If Basis for Invoice is set to "Budget", clicking this action copies the unit from the budget lines to the invoice lines in this workspace.
Clear	This action clears the invoice preparation.
Approve	Use this action to approve the invoice selection, producing a draft invoice. Because of the features that are available to you in invoice preparation, it is often not necessary to do any additional editing of the draft. However, when invoicing is based on budget and the Create Invoice on Account from Quote field is selected in the invoice layout rule, the following occur upon approval: Invoice billing price is based on table sum Invoice printout lines are based on quote Workflow: Descriptions in the table are ignored and editing must follow this approval in invoice editing
Remove Latest Draft	This action removes the latest draft invoice. You can use this action if a draft invoice or credit memo that is still related to the invoice selection exists on the job.
Remove All Drafts	If you select this action, the approval status of the current invoice or credit memo selection is removed. If you make a change in an approved selection, Maconomy shows a message warning you that the current selection has been approved, and asking you if you want to continue. By selecting this action first, you are not prompted with that message.
Print Draft	This action is available whenever a draft invoice or a draft credit memo exists on the job. When you select this action, Maconomy prints a draft copy of the current invoice or credit memo. No postings are made when you select this action.
Print Invoice	This action is available whenever a draft invoice exists on the job that has been approved for invoicing. When you select this action, you create and print an invoice or invoice on account on the basis of the invoice selection in the window.
Print Credit Memo	This action is available whenever a draft credit memo exists on the job that has been approved for invoicing. When you select this action, you create and print a credit memo on the basis of the credit memo selection in the window.

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Actions

This section shows the Actions available in the Invoice Preparation workspace.

Top Tab

Field	Description
Prepare Invoice	This action prepares the invoice with the chosen basis. If the invoice preparation is based on the budget or a percentage of the budget, then this action will create lines based on the budget, with or without grouping of the lines as specified in the invoice layout rule, and this will be set for invoicing on account. You can also base invoice preparation on job entries. You can either close all entries or use selection criteria, such as a cut-off date, for delimitation. You can subsequently edit the text and amount to invoice. Note that Invoice Preparation does not allow you to write up or down entries. If Basis for Invoice is set to "Budget", clicking this action copies the unit from the budget lines to the invoice lines in this workspace.
Clear	This action clears the invoice preparation.
Approve	Use this action to approve the invoice selection, producing a draft invoice. Because of the features that are available to you in invoice preparation, it is often not necessary to do any additional editing of the draft. However, when invoicing is based on budget and the Create Invoice on Account from Quote field is selected in the invoice layout rule, the following occur upon approval: Invoice billing price is based on table sum Invoice printout lines are based on quote Workflow: Descriptions in the table are ignored and editing must follow this approval in invoice editing
Remove Latest Draft	This action removes the latest draft invoice. You can use this action if a draft invoice or credit memo that is still related to the invoice selection exists on the job.
Remove All Drafts	If you select this action, the approval status of the current invoice or credit memo selection is removed. If you make a change in an approved selection, Maconomy shows a message warning you that the current selection has been approved, and asking you if you want to continue. By selecting this action first, you are not prompted with that message.
Print Draft	This action is available whenever a draft invoice or a draft credit memo exists on the job. When you select this action, Maconomy prints a draft copy of the current invoice or credit memo. No postings are made when you select this action.
Print Invoice	This action is available whenever a draft invoice exists on the job that has been approved for invoicing. When you select this action, you create and print an invoice or invoice on account on the basis of the invoice selection in the window.
Print Credit Memo	This action is available whenever a draft credit memo exists on the job that has been approved for invoicing. When you select this action, you create and print a credit memo on the basis of the credit memo selection in the window.