Enter the invoice number for this invoice.

Click this button to recalculate the bill if you have made changes to the data in the table window.

The line numbers are filled in automatically as you add lines to this table.

Enter, or click to select, the price catalog for the item being invoiced.

This field displays the name of the price catalog to which this invoice line is being billed.

Enter, or click to select, the item being invoiced. This item must exist for the catalog being invoiced. If only one revision of the item exists, the item revision defaults into the Item Rev field.

Enter, or click to select, the revision number of the item or price catalog being invoiced. If only one revision of the item exists, that revision defaults into this field.

This field displays the item selling description when an item is entered. This field is non-editable if you are using the price catalog to bill items. If you do not wish to use the price catalogs to bill items then you should enter a selling description here.  

Enter the number of units to invoice. Units billed through this screen do not update billing history tables with amounts or number of units billed.

For units invoiced by price catalog/item, the unit price defaults in from the Manage Price Catalogs screen. This unit price can be overridden. If you are not using the price catalog to bill you must enter the unit price in this field.

This field displays the number of units billed multiplied by the unit price. It cannot be modified.

Use this field to store volume or good customer discounts. Discount percentages entered in this field are multiplied by the Total Unit Amt to arrive at a Disc Amt. Costpoint uses the Disc Amt to immediately reduce the invoice amount. Therefore, the invoice amount and billed receivable recognized and posted are net of this discount.

Do not use this field to store prompt payment discounts because you do not know, when preparing an invoice, whether a customer will pay within the terms eligible for discounts. Prompt payment discounts are applied during the entry of cash receipts; however, they are typically applied against an invoice that has been recorded at the full invoice amount.

This field stores the discount amount arrived at by multiplying the Disc % by the Total Unit Amt. It can be modified. If you modify this field, the Disc % field reflects the new percentage of the discount.

This field is used to store volume or good customer discounts. The Disc Amt is used to immediately reduce the invoice amount. Therefore, the invoice amount and billed receivable recognized and posted are net of this discount.

Do not use this field to store prompt payment discounts since because you do not know, when preparing an invoice, whether a customer will pay within the terms eligible for discounts. Prompt payment discounts are applied during the entry of cash receipts; however, they are typically applied against an invoice that has been recorded at the full invoice amount.

Select this check box to indicate that sales or Value Added tax (VAT) must be accrued and added to this invoice. Be default, this check box is not selected. If sales tax is required, enter the sales tax code for the locality for which you want to accrue sales tax.

If you selected the check box in the Taxable field, enter the tax code for which tax should be accrued. This code must exist in the Sales Tax table. You can maintain tax tables on the Manage Sales or Value Added Taxes screen.

The rate entered on the Manage Sales or Value Added Taxes screen for the designated code defaults into this field. This rate can be overridden.

This field displays the tax amount calculated when the Tax Rate is multiplied by the net of the Total Unit Amt less the Disc Amt. This amount can be overridden.

This field displays the total invoice amount. The amount displayed is net of total unit cost, discounts, and tax.

Select this check box to print the long item description on the invoice or leave it cleared to print the short description. If the long description is printed, it wraps across multiple lines on the invoice. The item descriptions are set up on the Manage Item Billings screen. 

If you change the Inv Date on the Invoice Details tab, all rows in the table window are marked as edited. If the Unit Price amount is zero or blank, click this button to recalculate the amount. Costpoint calculates the amount by fetching the unit price amount from the PROD_PRICE_SCH table based on the selected catalog ID, providing that the new invoice date lies between the start date and end date in the PROD_PRICE_SCH table.