Difference between revisions of "General Pre-Invoice List"
From Charitylog Manual
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| − | General Pre-Invoice displays all work that has yet to be invoiced from Record a Contact or from Clubs, Clinic and Groups. It is an important step to allow you check that the | + | General Pre-Invoice displays all work that has yet to be invoiced from Record a Contact or from Clubs, Clinic and Groups (General Invoice items). It is an important step to allow you check that the invoices will be created will have the correct charges applied. |
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| + | The search page will have the following options: | ||
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| + | [[File:GPI_search.PNG]] | ||
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| + | * '''Earliest Work Completion Date''' - This is the start date that a contact was set to be charged or the date of a Club, Clinic or Group session (occurrence). | ||
| + | * '''Latest Date''' - This is the latest date that a contact was set to be charged or the date of a Club, Clinic or Group session (occurrence). | ||
| + | * '''Project''' - If more than one project is selected then all General Invoice items will be added to one invoice per payee(please note this excludes charges from the [[Modules| Handy Persons and Roster Modules]]). | ||
| + | * '''Cost Centres''' - You can select whether to included one or many of the cost centres to be included on the invoices. The selected Cost Centres will be added to one invoice per payee. | ||
| + | * '''Group or Clinic''' - You can choose to invoice for specific Clubs, Clinics or Groups. The selected Clubs, Clinics or Groups will be added to one invoice per payee. | ||
| + | * '''Ignore Missing Nominals and Customer Codes? | ||
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[[File:helpheader_small.png|right]] | [[File:helpheader_small.png|right]] | ||
Revision as of 11:56, 8 August 2018
General Pre-Invoice displays all work that has yet to be invoiced from Record a Contact or from Clubs, Clinic and Groups (General Invoice items). It is an important step to allow you check that the invoices will be created will have the correct charges applied.
The search page will have the following options:
- Earliest Work Completion Date - This is the start date that a contact was set to be charged or the date of a Club, Clinic or Group session (occurrence).
- Latest Date - This is the latest date that a contact was set to be charged or the date of a Club, Clinic or Group session (occurrence).
- Project - If more than one project is selected then all General Invoice items will be added to one invoice per payee(please note this excludes charges from the Handy Persons and Roster Modules).
- Cost Centres - You can select whether to included one or many of the cost centres to be included on the invoices. The selected Cost Centres will be added to one invoice per payee.
- Group or Clinic - You can choose to invoice for specific Clubs, Clinics or Groups. The selected Clubs, Clinics or Groups will be added to one invoice per payee.
- Ignore Missing Nominals and Customer Codes?
