![]() Close the A/R Credit Check screen if you receive a warning. Note: If you use credit checks for the customer, Accounts Receivable warns you if the customer has exceeded their credit limit or has transactions that have been outstanding for too long. Click Save to add this document to the batch.If the document does not use the functional currency and you need to adjust exchange information, use the Rates tab to adjust them.įor more information, see Editing Exchange Rate Information on an Invoice. ![]() To allocate amounts to salespersons, or to revise existing information, use the Sales Split tab.įor more information, see Allocating a Sale to Salespersons.If you use invoice optional fields, click the Optional Fields tab to view or edit the optional fields assigned to this invoice.In a multicurrency ledger, you also specify the type of rate to use when you process the retainage. On a document from which retainage will be deducted, use the Retainage tab to specify terms for the retainage document.To check or change taxes amounts for the invoice, click the Taxes tab.įor more information, see Editing Taxes on an Invoice, Debit Note, or Credit Note.To check or change tax information for a detail, select the detail, and then click the Detail Tax button.If you use optional fields, click the Optional Fields field and check, change, or add optional fields for the detail.Enter an optional comment, and indicate whether to print the comment when you print the debit note or credit note.If retainage applies to the document you are adding, enter the retainage percentage or amount, the retention period, and the retainage due date for this detail.You can enter a negative amount, but the invoice total cannot be negative. You can change the description for the distribution code. When you move to another field, the description for the distribution code or account you enter appears in the Description field. Enter the distribution code or the general ledger account number.If this is a job-related document, enter the contract and project, and (as applicable) the category and resource.In the detail entry table on the Document tab, add summary details for the invoice. ![]() Note: In the Document Type field, select Credit Note, Debit Note, Retainage Credit Note, or Retainage Debit Note.
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