General invoices

You can use general invoices to record any non-contract invoices that you receive. You can also process invoices for purchase orders (POs).

On the General Invoice tab, the banner displays a summary of the values within this general invoice:

  • Invoice Total: Total, including tax, for the line items in the current general invoice.
  • Previous PO Balance: The sum of the PO Subtotal and Balance columns, which come from the PO when it was initially linked to the current general invoice.
    • If a line item is removed from the Items grid in the current general invoice, the Previous PO Balance is updated.
    • If the values are changed in the linked PO, the Previous PO Balance in the current general invoice is not updated.
  • Balance of PO: Remaining balance to invoice for the selected PO after creating the current general invoice.
  • If you link a PO to the general invoice, line items with a balance greater than 0 are added to the Items grid of the general invoice. If line items are edited or added in the PO after it's linked, the Items grid in the general invoice isn't updated.
  • The General Invoices module displays the due date for unlocked records and the paid date for locked records.