Difference between revisions of "HP Pre-Invoice List"
From Charitylog Manual
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HP Pre-Invoice list displays all work that has yet to be invoiced. It is an important step to allow you check that the invoices will be created will have the correct charges applied. | HP Pre-Invoice list displays all work that has yet to be invoiced. It is an important step to allow you check that the invoices will be created will have the correct charges applied. | ||
| + | |||
| + | To produce the Pre-Invoice List complete the following: | ||
[[File:HP_preinv.PNG]] | [[File:HP_preinv.PNG]] | ||
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| + | * '''Earliest HP Job Completion Date''' - | ||
| + | * '''Latest Date''' - | ||
| + | * '''Project''' - | ||
| + | * '''Show Project Subcategory on Report?''' - | ||
| + | * '''Show Referrer on Report?''' - | ||
| + | * '''Show Client Address on Report?''' - | ||
| + | * '''Show Client Social Services ID No.?''' - | ||
| + | * '''Show Work Done on Report?''' - | ||
| + | * '''Ignore Missing Nominals and Customer Codes?''' - | ||
| + | * '''Ignore Lines With Zero Values?''' - | ||
Revision as of 14:59, 15 August 2018
HP Pre-Invoice list displays all work that has yet to be invoiced. It is an important step to allow you check that the invoices will be created will have the correct charges applied.
To produce the Pre-Invoice List complete the following:
- Earliest HP Job Completion Date -
- Latest Date -
- Project -
- Show Project Subcategory on Report? -
- Show Referrer on Report? -
- Show Client Address on Report? -
- Show Client Social Services ID No.? -
- Show Work Done on Report? -
- Ignore Missing Nominals and Customer Codes? -
- Ignore Lines With Zero Values? -
