Update AR Invoice

Updates invoice details on AR invoice

This app deletes the invoice details on an existing 3-2 Receivable Invoice and replaces them with the details of the corresponding 3-7 Progress Bill.

Setup:

  1. App must be run from an existing 3-7 Progress Billing record.
  2. The 3-7 Progress Billing record must have a 3-2 Receivable Invoice.
  3. The 3-2 Receivable Invoice must have at least one detail line.

Steps:

  1. Open the appropriate record in the 3-7 Progress Billing screen.
  2. Click the zMaxOneClick app and choose Update AR Invoice.
  3. A confirmation box will appear once the process is complete and will tell you the invoice number that was updated.
  4. Go to the updated 3-2 Receivable invoice to view and print the changes.

Story:

Joe contractor wants to see all of the line items from the 3-7 progress bill on the 3-2 receivable invoice that it creates. In order to do this, he has to void the created invoice and re-enter it with the line items. This takes 15-30 minutes per invoice depending on the detail. His staff is having a hard time finding the invoices as they are no longer linked to the progress bill.

Process:

This app deletes the invoice details on an existing 3-2 Receivable Invoice and replaces them with the details of the corresponding 3-7 Progress Bill.

Return on Investment:

Now the line items are inserted into the 3-2 invoice with the click of the zMaxOneClick app. The accuracy of the invoices has increased and the invoices easy to find since they are still linked to the progress bill.