To add detail lines to an account invoice

The procedure to add detail lines to an account invoice is as follows:

1. Navigate to Quick Menu > Rents > Invoicing > Account Invoices Details. The Account Invoice Details window is displayed.
2. Expand a recipient heading from within the nested status progression structure and select an associated account invoice from the alphanumeric list, or type a related descriptor into the Search Invoices field. By default the list is filtered to show Open account invoices. An alternative filter can be applied using the Select view drop-down field: Overdue, Paid, Cancelled or All 1.
3. Click on Details. The Details tab is activated.
4. Click on Add Line. The Add Line window is displayed, revealing all transaction charges incurred against the account.
5. Activate the Select tick box against one or more transaction charges to be included within the account invoice.
6. Click on Select. The chosen transaction subset is displayed in the Invoice Detail summary table 2.
7. Repeat steps 4 through 6, as appropriate, to extend the transaction subset.
8. Click on Save. The combined transaction figure is displayed in the Total value field, accessible via the Header tab.

Note

1 The Search Invoices field will match against any element of the account invoice reference number or associated recipient.

2 Any transaction entry included in error can simply be removed by activating the corresponding Select tick box and clicking on Remove Line.

See related topics...

Rents account invoice management overview

To raise a new account invoice