Invoice items
OverviewThis article explains when to use invoice items, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when the action appears as part of a
Overview
This article explains when to use invoice items, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Invoice items sits within Accounts / Invoices. It is designed to work alongside related articles such as Creating an invoice, Editing an invoice, Emailing invoices, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
- 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: Invoice: Required. Whole number. Must match an existing record.
- Validation: Customer Job: Optional. Whole number. Must match an existing record.
- Validation: Worksheet Item: Optional. Whole number. Must match an existing record.
- Validation: Ledger Item: Optional. Whole number. Must match an existing record.
- Validation: Description: Required. Text value.
- Validation: Amount: Required. Numeric value. Minimum 0 characters.
- Validation: Net Amount: Required. Numeric value. Minimum 0 characters.