Page 24 - Unanet AE: Introduction to Project Management

Invoicing/PO
• Next Inv. Number - Next Invoice Number is active when invoice incrementing in
Global Settings is set to By Client. The Global Setting is located at
Administration > Global Settings > Invoicing tab > Invoice Numbering.
• Client PO Number - Client Purchase Order Number. Available in Invoice Design.

A/R History Tab
The A/R History tab is used for quick lookup of accounts receivable transactions.

Field Descriptions
Options
• Open Only - Shows only invoices with a non-zero balance.
• Combine Accounts - When checked, the system will show the A/R account and
balances will be calculated with respect to the A/R account. If you do not have
more than one A/R account this option has no effect.
Note: The grid includes the Transaction ID, Journal, A/R Account, Invoice No., Invoice
Date, Due Date, Check No., Check Date, Amount, Days Old, and Comments.

Activity 1.4 – Setup Clients
In this activity, you will modify some settings on an existing client to prepare for
billing.

Activity Steps

1. Navigate to Accounts Receivable > Clients. The Clients applet opens.
2. Type Back Cove in the Search field (upper right).
3. Press Enter.
4. Select the Addresses tab.

LESSON 1: A/R JOURNALS ©2024 Unanet. All rights reserved. 24