| Job # | Name | Date | Dep % | AD Amount | Total Owed | Salesman | Check # | Check | Actions |
|---|
| Date | Name | Note | Amount | Status | Actions |
|---|
| Invoice Date | Job # | Name | Amount | Total | Rep | Check # | GL # | Docs | Actions |
|---|
This scan will be attached to the base job and available for all components (FIN, Tops) of the same job number.
The black band is burned into the stored copy β make sure it covers the MICR line (the β routing/account numbers along the bottom edge of the check). Drag the band to move it, use the slider to resize. The unredacted image is never saved.
Defaults to last Friday (the commission week-end). Change it if this invoice belongs to a different week β this is the date the commission lands in.
Job moves to Archive.
Appends a payment for the credit's full amount. If it pushes the job's received total above its current sales value, the sales value lifts to match (never lowered) β same rule as every other payment path.
Bills this credit as its own Open (non-production) job on the parent's family, under the parent's GL account and rep.
Use this after payments have been applied in SAGE. All selected jobs and their components will be permanently removed and logged in Version History.
Remove ? This will be logged.
This job was entered before the vendor picker existed. Pick who makes the tops; it's saved on the job.
Leave blank to wait for the vendor invoice (recommended when the bill is on its way). Type an amount to lock the PO now β the vendor invoice will still attach when it arrives, and you'll be asked to confirm if the amounts disagree.
No AP packet is queued. The job stays flagged until someone presses OK to Pay Vendor. Invoicing is not affected.