System Variable Grouping: Sales Invoice
Use the System Variables in this grouping to control the settings that affect how Sales Invoices are handled in WorkBook.
Using these System Variables, you can control if Consolidated Invoices can be created, the storage provider for e-transfer files, where recipient addresses are taken for Sales Invoice emails, and so on.
- Related Topics:
- System Variable 11: Allow Administrators to Insert Invoice Number and Finalize Invoice
Use this System Variable to determine if System Administrators should be able to insert invoice numbers and finalize invoices. - System Variable 12: Allow Advanced Users to Insert Invoice Number and Finalize Sales Invoices in the Job Book
Use this System Variable to determine if advanced users should be able to insert invoice numbers and finalize invoices. - System Variable 74: Client Account Number on Invoice Is Required
Use this System Variable to determine if the Client Account Number should be required on Sales Invoices before the invoice can be approved. - System Variable 75: Default File Path for Excel File Export in Debtor Invoice Administration
WorkBook no longer supports this setting. - System Variable 94: Disallow Users From Approving and Finalizing Invoices on Jobs, From the Next Month After the Job Close Date
Use this System Variable to determine if users can approve and finalize invoices from the month following the month of the job's close date. - System Variable 95: Allow to Change the Debtor Address on an Invoice
Use this System Variable to determine if users should be allowed to manually change the debtor address label on sales invoices. - System Variable 97: Suggested Invoice Date When Creating New Invoice
Use this System Variable to determine the default date when creating invoices. - System Variable 98: Invoice Report: Insert Minus Character on Credit Note
Use this System Variable to determine if the minus character or symbol should be inserted for credit notes. - System Variable 100: Payment Terms: Allow Set Payment Due Date Prior to Invoice Date
Use this System Variable to determine if users should be allowed to set a payment due date that precedes the invoice date. - System Variable 105: Allow User to Create Invoice Type “Invoice on Account”
Use this System Variable to determine if users can create an Invoice on Account. - System Variable 106: Allow User to Create Invoice Type “Partial Invoice”
Use this System Variable to determine if users can create a Partial Invoice. - System Variable 121: Client Order Number, Headline Text
WorkBook no longer supports this setting. - System Variable 124: Headline Text Composition on New Invoices
Use this System Variable to determine the default headline text for new Sales Invoices. - System Variable 155: Allow to Edit and Create Payment Terms in WorkBook
Use this System Variable to determine if users should be allowed to edit and create new payment terms. - System Variable 158: Approving Sales Invoice: Show Warning Message If Any Costs Has Been Added to the Job After the Invoice Date
Use this System Variable to determine if a warning message should be displayed if expenditures were added to a job after the invoice date. - System Variable 268: Allow User to Create Invoice Type Consolidated Invoice
Use this System Variable to specify whether users can create consolidated invoices. - System Variable 421: Allow Blank (No Text) Payment Text on Sales Invoices
Use this System Variable to determine if Sales Invoices can be approved even if the Company Text Note field is left blank. - System Variable 447: Show Warning Message “Are You Sure” When Clicking on the Finalize Invoice Button That Inserts the Invoice Number
Use this System Variable to determine if a warning message should be displayed if a Sales Invoice is finalized. - System Variable 499: KID System Enabled
Use this System Variable to determine if the Kunde ID (KID) payment method should be used. This payment method is required for invoicing in Norway. - System Variable 502: KID System Format
Use this System Variable to determine the format of the Kunde ID (KID) number, which is required for invoicing in Norway. - System Variable 509: Default Activity When Copying Price Quote Payment Plan to Invoice
Use this System Variable to specify the default activity to use when copying Price Quote (PQ) payment plans to invoices. - System Variable 517: E-transfer: Use E-transfer System
Use this System Variable to determine if the e-transfer system should be used. - System Variable 518: E-transfer: Folder Path
Use this System Variable to determine the fallback folder path for storing e-transfer files. - System Variable 523: Allow to Create Invoices on Non-billable Jobs
Use this System Variable to determine if invoices can be created on non-billable jobs. - System Variable 553: Allow Multiple Open Partial Invoices
Use this System Variable to determine if additional open partial invoices on a job should be allowed. - System Variable 555: Automatically Reconcile in General Ledger When Invoice Number and Amount Match
WorkBook no longer supports this setting. - System Variable 595: Allow Automatic Rounding of VAT Amount on Sales Invoice Lines
Use this System Variable to determine if the VAT or Tax amount on Sales Invoice lines should be automatically rounded off. - System Variable 640: Enable "Goods or Services" Info for Sales Invoices and Purchase Invoices
WorkBook no longer supports this setting. - System Variable 658: Create New Invoice: Set Attention Person Method
Use this System Variable to determine which contact should be identified as the Invoice Att. Person for new Sales Invoices. - System Variable 682: Enable Field: “Sales Date” for Invoices
Use this System Variable to determine if the Sales Date field should be enabled for Sales Invoices. - System Variable 683: Invoice Print (Report): Add “Original” Label If the Invoice Report Is not Already Printed
Use this System Variable to determine if a label should be added to finalized Sales Invoices when they are printed. - System Variable 695: Block Invoice Approval if There Are Unapproved Time Entries on the Job
Use this System Variable to determine if a job invoice should be approved while there are open time entries on the job. - System Variable 696: Block Invoice Approval if There Are Unapproved Material Entries on the Job
Use this System Variable to instruct WorkBook to block the approval of job invoices with unapproved material entries. This applies only to jobs whose invoice type is either Partial Invoice or Final Invoice. - System Variable 697: Block Invoice Approval If There Are Unapproved Personal Expenses on the Job
Use this System Variable to instruct WorkBook to block the approval of job invoices with unapproved personal expenses. This applies only to jobs whose invoice type is either Partial Invoice or Final Invoice. - System Variable 698: Block Invoice Approval If There Are Unapproved Subsistence Allowances on the Job
Use this System Variable to determine if a job invoice should be approved while there are open subsistence allowances on the job. - System Variable 699: Block Job Invoice Approval if There Are Unapproved Purchase Orders on the Job
Use this System Variable to determine if job invoice approval should be blocked if there are unapproved Purchase Orders. - System Variable 715: Allow to Finalize a Partial Invoice If the Invoice Does Not Contain Related and Approved Cost Entries
Use this System Variable to determine if finalizing a Partial Invoice should be allowed if the invoice does not contain related and approved Cost Entries. - System Variable 736: E-Transfer - Storage Provider
Use this System Variable to determine the storage provider that should be used when saving e-transfer files. - System Variable 773: Allow Manually Edit Due Date, Payment Term, Payment Term Text and Method of Payment on Sales Invoices
Use this System Variable to determine which payment details can be manually edited on Sales Invoices. You can identify what can be updated and who can make the manual updates. - System Variable 787: Enable Manual Sales Invoices Payment Status Change
Use this System Variable to determine if manually changing the payment status of Sales Invoices should be enabled. - System Variable 813: Maximum Number of Days in the Past to Allow Invoicing (Any Non-numeric Value = No Check)
Use this System Variable to determine how many days in the past invoicing should be allowed. - System Variable 839: Use Standard Invoice Number Sequence for Sub-invoices to a Consolidated Invoice
Use this System Variable to determine if the standard invoice number sequence should be used for the sub-invoices of a Consolidated Invoice. - System Variable 841: Price and Invoice Line - Add Activity Name / Resource Name to the Activity Text When User Changes Activity Number or Resource
Use this System Variable to specify whether to add the activity or resource name to the activity text when users change the activity numbers or resources in . - System Variable 856: Allow the Creation and Change of Debtor Address Information on an Invoice
WorkBook no longer supports this setting. - System Variable 863: Job Invoice. Copy Price Quote Introduction to Invoice Introduction, Include Data From Price Quote Fields <PriceDate>, <PriceTitle>, <PriceIntroduction>
Use this System Variable to determine the information that should be copied to Sales Invoices from the Job's Price Quote. - System Variable 872: Payment Term Lookup Priority
Use this System Variable to determine the lookup priority of payment terms that should be used for new Sales Invoices. - System Variable 873: Create Job Invoice Credit Note, Default Value for Option “The Credit Note Relates to a Partial Invoice”
Use this System Variable to determine if the Book Credit Note Directly to P/L checkbox should be selected by default when creating Credit Note Sales Invoices. - System Variable 897: Block Invoice Approval if the Job Contains Open Vendor Invoices
Use this System Variable to determine if a sales invoice should be approved while there are open vendor or creditor invoices on the job. - System Variable 898: Send Invoice by Email: Recipient Email Address Method
Use this System Variable to determine where WorkBook retrieves recipient addresses when generating sales invoice emails from the Debtor Invoices submodule in Finance & Administration. - System Variable 899: Subscription Sender: Set Project Manager on Job and Invoice Responsible Method When Creating a Subscription Invoice
Use this System Variable to determine the lookup priority of Invoice Responsible that should be used for new subscription Sales Invoices. - System Variable 905: Allow a Prospect to Be Selected on Subscriptions
WorkBook no longer supports this setting. - System Variable 919: Display Method for Activity Number and Name in Job Price and Invoice Lines
Use this System Variable to specify how to display the activity number and name in job price and invoice lines. - System Variable 928: Default Invoice Type for New Invoices
Use this System Variable to determine the default invoice type for new Sales Invoices. - System Variable 931: Block Final Invoice if There are Open Tasks
Use System Variable 931: Block Final Invoice if There are Open Tasks to determine if invoices should be approved even if there are open tasks on the job. - System Variable 946: Disable the Print Status Dialog When Printing Invoices
Use this System Variable to determine if the Print Status dialog box should be enabled when printing finalized Sales Invoices. - System Variable 949: Journal Entry: User Defined Comment When Getting Data From Sales Invoice
Use this System Variable to determine which Sales Invoice information should be used as a comment for Journal Entries. - System Variable 963: Create Invoice: Leave Debtor Field Blank If No Primary Debtor Is Found
Use this System Variable to determine if the Debtor field should be left blank if the client has no associated primary debtor. - System Variable 964: Sales Invoice: Use Sales Date Instead of Invoice Date When Looking Up Currency Rate
Use this System Variable to determine if the sales date should be used instead of the invoice date when looking up the currency rate on Sales Invoices. - System Variable 988: Sales Invoice: Allow Editing of the Address Label and Contact Person on Finalized Invoices
Use this System Variable to determine if the editing of the Address Label and Contact Person should be allowed on finalized Sales Invoices. - System Variable 998: What Role Initiates the Billing Workflow
Use this System Variable to determine which role should initiate the billing workflow. - System Variable 999: Consolidated Invoice Restriction: Allow the User to Create a Regular Invoice on a Job With an Open Sub-invoice
Use this System Variable to determine if regular invoices can still be created for a job with an open sub-invoice. - System Variable 1003: Consolidated Invoice: Allow the User to Pick Jobs From Multiple Clients as Long as There’s a Link on the Debtor
Use this System Variable to determine if jobs from multiple clients can be included in a Consolidated Invoice. - System Variable 1009: Block Invoice Approval If There Are Unapproved Mileage Entries on the Job
Use System Variable 1009: Block Invoice Approval If There are Unapproved Mileage Entries on the Job to block partial or final invoices on jobs with open or unapproved mileage entries. - System Variable 1010: Allow Job to Be Closed When It Contains a Non-Approved Mileage Entry
Use System Variable 1010: Allow Job to Be Closed When it Contains a Non-Approved Mileage Entry to enable users to close jobs with unapproved or open mileage entries. - System Variable 1027: Allow to Set the Sales Invoice Date Later Than Job Close Date
Use this System Variable to determine if the Sales Invoice date can be set after the job close date. - System Variable 1079: Allow Finance Users and Client Account Managers to Invoice Despite Insufficient Price Quote Amounts
Use this System Variable to determine if Finance Users and Client Account Managers can approve a Sales Invoice even if the Price Quote amount is not enough. - System Variable 1103: Specifies the Default Source of Data for New Consolidated Invoices
Use this System Variable to determine what the default data source should be for the jobs that are added to new Consolidated Sales Invoices. - System Variable 1104: Specifies the Default Type for Sub-invoices for New Consolidated Invoices
Use this System Variable to determine what the default invoice type should be for the jobs that are added to new Consolidated Sales Invoices. - System Variable 1109: Default Values for Invoicing Allowance Setup on New Customers
Use this System Variable to determine which Price Quote Invoice Settings should be selected by default for new clients. - System Variable 1121: Only Allow for Approved Price Quotes to Be Shown When Invoicing
Use this System Variable to specify which Price Quotes (PQs) are shown when invoicing. This is useful when you want to hide unapproved PQs so they cannot be copied when creating a new invoice. - System Variable 1131: Allow Creating Invoices on Jobs With Status Invoiced/Finalized
Use this System Variable to determine if creating Sales Invoices for finalized or invoiced jobs should be allowed. - System Variable 1132: Include Invoice Link in Electronic Invoice
Use this System Variable to determine if the invoice link should be included in Electric Invoices. - System Variable 1160: Disable Notifications from System Variable 998
Use this System Variable to disable notifications associated with System Variable 998. - System Variable 1168: Display Delivery Debtor Attention Field on Invoices
Use this System Variable to determine if the Delivery Debtor Att Person field should be displayed on Sales Invoices.
Parent Topic: Descriptions