Creating an invoice
OverviewThis article explains how to use creating an invoice in Work Planner, including the main fields that shape how the invoices record behaves once it is saved.When to use thisUse this article when you are adding som
Overview
This article explains how to use creating an invoice in Work Planner, including the main fields that shape how the invoices record behaves once it is saved.
When to use this
Use this article when you are adding something new and want a clearer explanation of the fields and decisions on the create flow.
How it fits into the flow
Creating an invoice sits within Accounts / Invoices. It is designed to work alongside related articles such as Editing an invoice, Emailing invoices, Invoice delete confirmation, so users can move through the workflow without relying on one giant reference page.
Main actions
- Work through the form from top to bottom and check the values that affect downstream scheduling, pricing, or communication.
- Review any required fields before saving so the record is created or updated cleanly.
- Use the surrounding actions to return to the list or continue the workflow once the form is saved.
- Common on-screen actions include Select All, Deselect All.
Important fields
- Customer: Look for input such as “Select customer”.
- Show Historical: Turn this option on only when it applies to the current workflow.
- PO Number: Look for input such as “Optional PO number”.
- Company Name Override: Look for input such as “Override customer company name (optional)”.
- Note: Look for input such as “Optional invoice note”.
- Validation: Customer: Required. Whole number. Must match an existing record.
- Validation: Ledger Item Ids: Required. One or more values can be supplied. Minimum 1 characters.
- Validation: Po Number: Optional. Text value. Maximum 255 characters.
- Validation: Note: Optional. Text value.
- Validation: Company Name: Optional. Text value. Maximum 255 characters.