Purpose
The purpose of this quick reference guide is to step through the process of creating the Invoice Settings. The intended audience for this document is System Administrators / Standard Users.Steps
Set up a new Invoice Settings record
The Invoice Setting records are related to the Client record and are used to describe various creation and distribution settings for Invoices. To create an Invoice Setting record, follow the steps below:- Go to the Accounts object. (See Figure 1)
- Open the required Client record and click on the Related tab. (See Figure 2)
- Navigate to the Account Invoice Settings related list and click on the New button. (See Figure 3)
- Choose one of the following record types as required and click Next: (See Figure 4)
- Payroll Items
- Invoiceable Fees
- Populate the Invoice Record Type field as below:
- If you selected Payroll Items in the previous step, then you need to choose from the
following options in the Invoice Record Type field:
- Credit_Payroll_Items
- Payroll_Items
- If you selected Invoiceable Fees in the previous step, then you need to choose from the
following options in the Invoice Record Type field:
- Credit_Invoiceable_Fees
- Invoiceable_Fees
- If you selected Payroll Items in the previous step, then you need to choose from the
following options in the Invoice Record Type field:
- Populate the following required fields to provide the base details of the Invoice Settings: (See
Figure 5)
- Account
- Invoice Record Type (step 5)
- Effective Date
- Invoice Entity
- Payment Terms
- 0 & Negative Pay Transactions Invoiced
- Enable Project Codes on Invoice (Yes/No)
- Split Invoice by Project Code (Yes/No)
- Enable Rate Ex on Invoice (Yes/No)
- Enable Total Ex Tax on Invoice (Yes/No)
- Enable Total Tax on Invoice (Yes/No)
- Enable Total Inc Tax on Invoice (Yes/No)
- Split Expenses to Own Invoice (Yes/No)
- Invoice Visualforce Page
- Include Backing Sheet (Yes/No)
- Delivery Method
- Send Invoice Emails Setting
- TImesheet Attachments with Invoice (Yes/No)
- Email Template - Single PDF
- Email Template - Online
- Populate the following optional fields as needed:
- To set an expiry date for the Invoice Settings record, populate the Expiry Date field. If left blank, no Expiry Date will apply. (See Figure 5)
- To add a custom description on the invoice or if you would like to add any details about the Invoice, populate the Invoice Message field.
- To display the full approval status history of the invoices, populate the Enable Full Approval History field.
- To define if the loading pay transactions defined on the Interpretation Rule will be invoiced separately or not, populate the Split Loading Pay Transactions field.
- To enter the email address that will be used to send Invoice emails, populate the Send Invoice Emails from Email field.
- Click on the Save button.
- A new Invoice Setting record has been created for this Client and for Payroll Items invoices. (See Figure 6)
Invoice Settings records CANNOT be deleted if they have related records or are used in
other records. Deleting records is not recommended unless absolutely essential.
If the Invoice Setting for credit isn’t enabled, you will possibly receive an error message
preventing users from being able to proceed any further with that process saying “Apex
approval lock/unlock api preference not enabled”.
- To modify an existing Invoice Settings record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
- When complete, click on the Save button.