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Maintain Customer Invoice Settings
Use the Invoice tab in the Customer Properties dialog box to maintain invoice settings for a customer.
To maintain customer invoice settings
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In the Main Menu window, from the Maintenance menu, click System Codes and Settings. The Latitude Maintenance window appears.
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In the Navigation pane, click the Customers folder.
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Do one of the following:
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To add a customer, in the Navigation pane, double-click the Customers folder, or right-click the Customers folder and then click New Customer.
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To modify a customer, in the Information pane, double-click the customer, or right-click the customer and then click Properties.
The Customer Properties dialog box appears.
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Click the Invoice tab.
Parent Customer: If you bill the customer as part of a parent company, click the folder to select a customer group.
Invoice Type: Determines how to invoice payment types.
Combined: Creates one invoice for all payment types (PA, PC, PU, PAR, PCR, and PUR).
Separate: Creates one invoice for PC and PCR, one invoice for PA and PU, and one invoice for PAR and PUR payment types.
Separate Direct: Creates one invoice for PC and PCR payment types and a separate invoice for PA, PAR, PU, and PUR payment types.
Invoice Frequency: Determines how often to send invoices to the customer.
Invoice Method: Method for invoicing the customer.
Net: Subtracts your fee from the customer invoice. Customer invoices exclude your agency’s fee.
Gross: Sends customer invoices with all monies included. The customer pays your fee based on the invoice information.
Invoice Sort: Order to sort the invoices.
Remit Method: Determines how to remit invoices.
Manual: Your agency manually generates checks for the customer.
Check: Your agency uses Latitude Invoices to print checks for the customer.
ACH Transfer: Your agency uses Latitude Invoices to create ACH wire transfers for the customer.
Number of days to allow payments to clear before including on invoice: Number of days to wait before including debtor payments on a customer invoice. Use this option to avoid sending payment information to a customer when the debtor’s check does not clear.
Show [check boxes]: If selected, the corresponding information prints on the customer's invoices.
Invoice Report: Crystal Reports file to use when creating invoices for the customer. This option allows you to use custom invoices for each customer. The default file is BasicInvoice.rpt. Import the reports into Latitude to make them available for selection from the list box.
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Complete the information and then click OK.