Invoice Fields
Complete the following fields when maintaining invoices.
Invoice Fields
| Field Name | Field Description |
|---|---|
| Printer Prompt | Select this check box to display the Windows Print dialog box so you can select which printer to send the merged document form. |
Transaction Detail
| Field Name | Field Description |
|---|---|
| Date | Enter the date when the payment is being made. Transactions may only be backdated by users with the appropriate rights. A transaction cannot be backdated prior to the beginning of the current financial period or beyond the backdate limit. |
| Comment | Type notes or comments related to the record. Click  for additional space. Click  to check the spelling of the text entered.
|
| Customer | Select the customer for the invoice. These are the accounts receivable (AR) charge customers entered in your system. |
Transaction Balances
| Option | Description |
|---|---|
| Use Manual Distribution | This check box is only available if you are showing distribution and you are not posting a full payment.
Select this check box to manually distribute the payment among the fees, or clear it to have the system automatically distribute the payment to the individual fees in
the selected fee schedules.
|
| Show Distribution / Hide Distribution | Click Show Distribution to display the distribution amounts. Hide it again by clicking Hide Distribution. Distribution must be shown to perform manual distribution. |
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Click to select a fee schedule for the transaction. |
 / |
Click to display a list of the fee schedules associated with that party. Click to close the list of fee schedules for that party. If there is only one party for the case, that party's fee schedules are
expanded by default.
|
 / |
Click to see the individual fees. To hide the individual fees, click .
|
 / |
If the box beside a fee schedule is selected (), the payments are applied to that fee schedule. To remove a particular fee schedule from a payment, click the box to clear
the check ().
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This icon is displayed if the record contains a fee schedule requiring user input. Click to access the fee calculation wizard. |
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This icon is displayed in the Manual column for increased amount distributed. |
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This icon is displayed in the Manual column for reduced amount distributed. |