Maconomy Information Center

General Pre-Invoices Setup

Use these steps tp set up the pre-invoicing functionality.

  1. Go to System Setup > Parameters and Numbers > System Parameters..
    • Select the Show Job Pre-Invoice Reconciliation in Workspace system parameter to show pre-invoice functionality in the customer reconciliation-related workspaces.
    • Select / deselect the Require System Number for Job Pre-Invoices system parameter to control whether or not pre-invoices have a unique sequence of numbers.
  2. On the System Numbers sub-tab, System Numbers panel, indicate the starting number for the pre-invoice sequence.
  3. Go to Job Cost Setup > Parameters > Job Parameters to configure the settings (attribute values) for every job parameter.
  4. On the New Attributes tab, select these attributes:
    • Allow Job Pre-Invoices — Select Yes to indicate that users are allowed to print pre-invoices on this job, or No to restrict printing. This attribute can be changed for an existing job even if it has pre-invoices on it already. This enables you to use pre-invoicing on specific stages of a job.
    • Use Job Pre-Invoices by Default — Select Yes to indicate that Maconomy should set the type to Pre-Invoice rather than Invoice on Account.
  5. Go to Jobs > Setup > Parameter Selections to apply (preconfigured) job parameters to jobs. Each job can use a different set of parameters.