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Unique Settings for Invoices

Invoices has various settings which need to be configured for the application to work best.

Payment Terms consist of a Name and Number of Days. The number of days is used during Invoice creation to calculate a Due Date by adding the number of days from the selected Payment Term to the Invoice Date. 

Tax Rates are used by the application to calculate tax amounts on Invoices. Tax Rates are configured at an application level and used on individual Billing Agreement Lines and Invoice Lines.

  • The application requires a “default” Tax Rate to be selected. The first Tax Rate created becomes the default.  The default can be changed from the Active Tax Rates grid by using the Set As Default ribbon button.  A default tax rate can also be set for an Account.
  • Multiple Tax Rates can also be applied to an invoice as a group. Set the Group field on the Summary tab to “Yes”, and a grid of child Tax Rates will become available for use.
  • Since Tax Rates cannot be manually changed once created, they can be changed with the Adjust Rate ribbon button. This adjustment can be set to propagate to associated draft invoice lines if needed.

Tax Exemptions are configured at an application level, but are applied at an Account, Product, Billing Agreement Line, or Invoice Line level. Normally applied tax rates will not be calculated if a Tax Exemption exists.

Units of Measure are configured at an application level and are applied at the Product level. When setting up a Billing Agreement Line or an Invoice Line, the standard unit of measure for a Product can be changed as needed.

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