Ability to show free format text and quantity/rate data on Job Cost and Accounts Receivable Invoices which does not correspond to the sales or cost lines which make up the invoice. These details will not update General ledger or Sales figures otherwise held in Greentree, but will be used for the printed copy of invoices only.
Job AR Invoice Entry
A new "Free Format Invoice" button has been added to the Job AR and Accounts Receivable Invoice Entry screens: e.g.
Click on the button to access the Free Format Invoice Entry screen. The button is available to both new and existing invoices. If an invoice is deleted, the free form text will also be deleted. If an invoice is read only, the free form text box will also be read only.
Enter in as many lines as required. The total must agree to the Invoice Total box before the screen will be able to be saved.
The Text box will accept 60 characters, if more are required, then they can be entered on the next line.
Quantity and Rate can be left blank. If total and quantity are not blank then the rate will be populated with total/quantity. If quantity and rate are populated then total will be populated with quantity x rate.
If the Exclude from Total field is ticked then the value will not be included as part of the total at the bottom but it will still print on the invoice. Use this for information purposes.
A new collection has been added to the JCARInvoice class called ‘allVAppsPrintedLines’. This will allow the free format text to be printed on the invoice form(s) in a repeating section. You can have multiple invoice formats as per standard functionality. The format containing free format text lines would need to be selected on the job or the Job AR Invoice form. Your Greentree consultant can assist with creating an invoice format.