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TFS User Guide Table
TFS User Guide Table
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The Invoices screen is used to create invoice documentation to clients and financiers from the established application revenue.


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titleOpening the Invoices Screen - Click here to expand...
  • From the Application menu, select Invoices.
  • From the sidebar, select Application then Invoices.

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Expand
titleHow to Add an Invoice - Click here to expand...
  1. Click the New button. The Invoice dialog will be displayed.
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  2. Based on the Invoice Type, there will be a list of Unassigned Revenue items listed. Select the Unassigned Revenue item and click the down-arrow button (
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  2. Enter the invoice number, if different from the assigned value.
  3. Enter the Invoice Type.
  4. Enter the Date Prepared. This is the date the invoice was prepared.
  5. Enter terms of the invoice (in days) in the Validity (Terms) field. This will update the date Due field.

  6. Enter the date the invoice was sent in the Sent field.

    Note

    Only enter the Paid Amount and Completed fields once payment has been received.


  7. Click the OK button.


Note

IMPORTANT CONCEPTS

  • The automatically assigned Invoice number is a unique number. Any manually entered number must also be unique.
  • The Due date is the date payment is required.
  • The Sent date is the date the invoice was sent.
  • An invoice report can be printed from this screen. Simply click the Print or Print Preview toolbar icon.
  • Once an invoice has been paid, simply enter the Paid Amount and Paid Completed fields. Once completed, the revenue will be marked as complete on the revenue screen as well as the work flow and overview screens. If the complete dates are entered on any of these screens, then the complete dates will also be displayed on the other screens.