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  1. Select Items to Invoice

    • Once “Invoice by Line Item” is selected, a pop-out panel will appear on the left side of the invoice window.

    • Unselect any line items you do not want to include in the invoice. Alternatively, click “Clear All” to start fresh, and manually select only the items you wish to invoice.

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  1. Review Account and Amount Adjustments

    • As you select or deselect line items, observe how the amounts on the bottom left adjust to track the total value of selected items.

    • Once you have completed your changes, hit Apply to update the amounts and general ledger accounts automatically adjust on the right side of the screen. This ensures your invoice and accounting entries stay aligned with your selections.

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