HP Pre-Invoice List

From Charitylog Manual
Revision as of 15:31, 15 August 2018 by Rduheaume (talk | contribs)
Jump to: navigation, search
Helpheader small.png

File:Menu Menu hppreinv.PNG


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

  • Earliest HP Job Completion Date - This uses the completion date of the HP Referral.
  • Latest Date - This uses the completion date of the HP Referral.
  • Project - Filter by project if required.
  • Show Project Subcategory on Report? - Allows for the project sub-category to be added to the report.
  • Show Referrer on Report? - Allows for the referrer to be added to the report.
  • Show Client Address on Report? - Allows for the client's address to be added to the report.
  • Show Client Social Services ID No.? - Allows for the client's Social Services number to be added to the report.
  • Show Work Done on Report? - Displays the work done on the report.
  • Ignore Missing Nominals and Customer Codes? - Allows you to bypass records that do not have accounts codes. This is not recommended if you export to an accounts package.
  • Ignore Lines With Zero Values? - Does not include zero value work and items.

Click the 'Continue to Next Step' button to display the report or you can export it to a spread sheet.

File:HP preinvlist.PNG