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

Field	Description
Next Available	Select this option to have Vantagepoint automatically assign the next available number to the invoice or credit memo. The next available invoice number comes from either of the following locations: The Next Company Invoice Number field on the Billing Session Options dialog box in Interactive Billing if you use the companywide invoice numbering method. This field prefills with the invoice number in the Next Invoice Number field in Settings > Billing > Options. The Next Invoice Number field in the Summary pane in Billing Terms for a project if you use the project invoice numbering method for invoices. You specify the invoice numbering method in the Invoice Numbering field in Settings > Billing > Options.
Specific Number	To use a number other than the next available invoice number, select this option and enter the specific 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 has been previously used for a project; you will receive an error message if you do. If you enter a number that has been previously used for other projects, Vantagepoint displays a warning message. You can still use the previously used number. However, if you generate an invoice using a previously used invoice number, the invoice or credit memo that already has that number will no 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 Invoices on File dialog box where you see the credit memo in the list of invoices in this dialog box. 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 credit memo amount was less than the original invoice amount.
Cancel	Click this option to return to the previous form or dialog box without creating an invoice or credit memo.