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Definition: What is it?

The Header screen displays the header details for the invoice and allows the majority of fields to be updated if required. The only fields that cannot be changed are the following:

• Invoice type (Sales Invoice or Purchase Invoice)
• Party Id (eg Company)
• Invoice Status (eg In Progress) 
  The following options are currently available from this screen:
• Create New (Create a new invoice)
• Copy (Create a copy of the current invoice)
• PDF (View a PDF of the current invoice)
• PDF default currency (NOTE TO CHECK: Need to see how this is different from just the PDF view......)
• Status to 'Approved' (Change the status of the current invoice to 'Approved)
• Status to 'Sent' (Change the status of the current invoice to 'Sent')
• Status to 'Ready' (Change the status of the current invoice to 'Ready'. NOTE: This will create the relevant accounting transactions and post them to the general ledger)
• Status to 'Cancelled' (Change the status of the current invoice to 'Cancelled')
• Save as Template (NOTE TO CHECK: Save the current invoice format as a template) 

NOTE TO CHECK: Check if there are any other (or different) statuses for a Purchase Invoice....

What is it used for?

It is used to view and update details on the invoice header. The details that can be amended are as follows:

• Invoice Date
• Invoice Description
• Invoice Roles
• Invoice Currency
• Invoice Due Date
• Invoice Message
• Invoice Party (i.e. the party that the invoice is being sent to)
• Billing Account Id (i.e. if the invoice is to be added to a Billing Account)
• Recurrence Info Id (......???????)

NOTE: There is an additional field available here called 'Recurrence Info Id'.....need to investigate how this is used ....possibly for setting up recurring transactions / invoices .....????

What's on the screen?

To do

How do I update the header details for an Invoice?

Example: To update the header details for an invoice

1. Select the 'Header' sub menu and the header details of the invoice will be displayed
2. Update the fields required
3. Press the 'Update' button