Invoicing Bookmarks

 

The following bookmarks are now available through Forms Designer, all of which show under the “Invoicing” category.

 

Group: International

Bookmark

MoversSuite Field Location

Invoice Number

MoversSuite invoice number.

Invoice Header Title

Title of branch.

Invoice Header Contact

Contact person associated with the customer address.

Invoice Header Address Complete

Complete address of branch.

Invoice Header Phone Number

Phone number of branch.

Invoice Date

Date when invoice was generated.

Invoice Amount Due

Total amount due on invoice.

Invoice Due Date

Date when payment is due by.

Invoice Late Amount

Total amount due if payment is late.

Invoice Remit-To Title

Title of remit-to branch.

Invoice Remit-To Address Complete

Complete address of remit-to branch.

Invoice Remit-To Phone Number

Phone number of remit-to branch.

Invoice Remit-To Email

Email of remit-to branch.

Invoice Note

If a note was added to the invoice, this bookmark shows it.

Invoice Conditions

A customer-friendly message describing the invoice payment terms. Example: “Payment is due upon receipt of Invoice. Thank you for your prompt payment.”

The following are grids (one row per invoice line item)

Invoice Line Items

A grid showing all of the invoice line items, with all of the columns (Item code, Description, Quantity1, Quantity2, Rate, Gross, Discount and Amount). See Figure 31 for an example.

Invoice Line Items No Item Code

A grid showing all of the invoice line items, with all of the columns EXCEPT for Item Code (Description, Quantity1, Quantity2, Rate, Gross, Discount and Amount). See Figure 32 for an example.

Invoice Line Items Minimal

A grid showing all of the invoice line items, with only two columns (Description and Amount). See Figure 33 for an example.

 

This is an example of  “Invoice Line Items.” Notice each line includes the Item Number. (Note that the Invoice Groups are indented.)

 

A table with numbers and letters AI-generated content may be incorrect.

Figure 31:Invoice Line Items

 

This is an example of “Invoice Line Items No Item Code.” Notice in the image that the Item # columns are not included in this option. (Note that the Invoice Groups are indented.)

 

A table with numbers and letters AI-generated content may be incorrect.

Figure 32: Line Items No Item Code

 

This is an example of Invoice “Line Items Minimal,” which contains just the Descriptions and Amounts. (Note that the Invoice Groups are indented.)

 

A mugshot picture of a police lineup AI-generated content may be incorrect.

Figure 33: Invoice Line Items Minimal

 

Forms can now be assigned to a System Location of “Revenue Entry Invoices.” When the forms is assigned appropriately to users through the Report Profile Setup, then they will show as options under the Invoice Report setting found when creating or viewing an invoice.