Enter a customer invoice and manually assign an invoice number

  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. In the Invoice field, enter a code of up to 20 alphanumeric characters to identify the customer invoice.
    Note: Alphanumeric characters include the letters A through Z, the numerals 0 through 9, and all special characters except comma, dash, period, percent, tilde, and single quote. In addition, the code cannot begin or end with a space.
  5. Press Tab.
  6. Complete the fields as described on the Enter Customer Invoice Screen Field Reference.
  7. 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.

  8. 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.