Quick Edit from Template page

This page appears when you load a template. Use this page to edit the header information on the template invoices. The Quick Edit from Template page includes these fields and buttons:

Invoice Number

The unique invoice number. The system may generate a default value.

If a supplier assigned an invoice number, and your system is configured to allow you to modify invoice numbers, enter the invoice number assigned by the supplier in place of the default value.

Invoice Type

The type of invoice document being processed.

Invoice Sub-Type

The document subtype for this invoice. This field only appears if subtypes are enabled for your organization.

Supplier

The name and identifying number of the supplier who provided the goods or services listed on the invoice.

Supplier Site

A site name and number that distinguishes the site from the supplier's other sites. For example, a supplier site might be a city name or branch name.

Invoice Date

The date on which the invoice was issued.

Invoice Amount

The total cost for this invoice.

Description

An optional description that will appear in the header for this invoice. Although Description always appears, this field can be left blank.

Prorate Lines

Select Prorate Lines to automatically assign line item distributions according to the percentages used in the template. Clear Prorate Lines to assign line item costs manually.

Fields marked with * are required.