Page 37 - Administering the System Participant Guide (SDL)

Admin Setup of Customer Invoice Number Formats
If the goal is to provide a specific invoice format for certain projects, the Administrator
will need to define the invoice number format on this screen so that it can be available
to associate with those particular projects. It is possible to associate a specific invoice
number format with multiple projects and as such the uniqueness will be preserved
across those projects and not within each project.

Tour 7.2 – Creating a Customer Invoice Number Format

An invoice number can be designed to quickly identify the project, customer,
or vendor associated with an invoice. Log in as the Administrator, Ralph
Durbin (rdurbin/welcome).

Tour Highlights

• Review the fields of the Invoice Number Format

Customer Invoice Formats
In addition to customizing invoice numbers, the Administrator may also create multiple
invoice formats to address the needs of different customers or contracts. Changes
made to an invoice format will affect the draft invoices of all projects using that format.
However, existing completed invoices will not be affected.

Lesson 7: Creating Invoice Numbers and Invoice Formats ©2021 Unanet. All rights reserved.
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