Enter a customer invoice and automatically generate an invoice number

You can automatically generate an invoice number only if the Use Sequential Numbering for all AR Invoices checkbox is selected for the company on the Company screen.

  1. Open the Enter Customer Invoice screen.
  2. Note the active company. If you want to change it, click in the header and select the appropriate company.
  3. In the Customer field, do one of the following:

    • Enter the code of the customer for the invoice.

    • Click to select the customer for the invoice from a Lookup List.

  4. Select the Generate New Number checkbox. ProContractor automatically generates and assigns the next accounts receivable invoice number.
    Note: You can set the next generated accounts receivable invoice number for the company on the Company screen.
  5. Complete the fields as described on the Enter Customer Invoice Screen Field Reference.
  6. In the On Save of Document section, select from the following options to specify the actions to perform when you save the invoice:

    • The Create PDF checkbox is always selected, so that ProContractor creates a PDF file from the document form when the invoice is saved.

    • Select the View checkbox to view the PDF file.

    • Select the Print checkbox to print the PDF file.

    • Select the E-mail checkbox to attach the PDF file to an e-mail.

  7. Click Save Invoice.
    Note: If the Lien Management Review Required checkbox for this screen is selected on the Lien Management Settings screen, you must view the Lien Releases tab before saving the entry.
    Note: When you save the invoice, ProContractor checks to ensure that the assigned invoice number has not already been used. If the number has been used, the next number in the accounts receivable numbering sequence is generated and assigned. For example, suppose that invoice number 403 is automatically generated and assigned to a customer invoice, but before saving the invoice, a contract invoice is assigned the same number and is saved. In this situation, when you save the customer invoice, ProContractor will automatically generate and assign invoice number 404.