accpac simply accounting 9.0 用户手册
Part 2: Day-to-Day Business
18–6 Simply Accounting
SW9UG 12-18-saved version.doc, printed on 1/11/02, at 10:45 AM. Last saved on 1/11/02 10:41
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ACCPAC INTERNATIONAL, INC. Confidential
To change activities that have already been invoiced:
1. In the Sales, Orders, and Quotes window, choose Adjust
Invoice from the Sales menu or toolbar, then select the
invoice you want to change.
invoice you want to change.
2. On the Sales menu or toolbar, choose Add Time Slip
Activities.
3. In the Service Activities Selection window, remove or change
the activities as needed.
To remove activities from the invoice, change the status
from Invoiced to Billable or No Charge.
from Invoiced to Billable or No Charge.
To add or change activities, click in the Add To Invoice
(check mark ) column and make any changes needed.
(check mark ) column and make any changes needed.
Consolidated
activities
activities
To change an invoice that contains consolidated
(summarized) service activities, you should use this window,
not the invoice window. This ensures that the Time and
Billing reports are correct. Change the status of the items you
are adjusting from Invoiced to Billable, then check the
Consolidate Onto Invoice box and click Update to update the
invoice.
(summarized) service activities, you should use this window,
not the invoice window. This ensures that the Time and
Billing reports are correct. Change the status of the items you
are adjusting from Invoiced to Billable, then check the
Consolidate Onto Invoice box and click Update to update the
invoice.
If you want to invoice
an item later
an item later
Note that if you change or remove a line from an invoice and
want to bill for it later, you must change the activity in this
window, not the Time Slips window. You cannot use the
Time Slips window to adjust activities that have been
invoiced; you must adjust them in the Service Activities
Selection window for the invoice that you are adjusting.
want to bill for it later, you must change the activity in this
window, not the Time Slips window. You cannot use the
Time Slips window to adjust activities that have been
invoiced; you must adjust them in the Service Activities
Selection window for the invoice that you are adjusting.
For example: If you have invoiced several activities, and then
want to remove one of them and bill for it later, you would
choose Adjust Invoice in the Sales window, then choose Add
Time Slip Activities. In the Service Activities Selection
window, change the status of the item to be invoiced later to
Billable, then click the Update button. Simply Accounting
will display the invoice without the activity you just changed
to Billable. Later, you can select the activity in the Service
Activities Selection window and click Add to include it on
the new invoice.
want to remove one of them and bill for it later, you would
choose Adjust Invoice in the Sales window, then choose Add
Time Slip Activities. In the Service Activities Selection
window, change the status of the item to be invoiced later to
Billable, then click the Update button. Simply Accounting
will display the invoice without the activity you just changed
to Billable. Later, you can select the activity in the Service
Activities Selection window and click Add to include it on
the new invoice.