Invoice Type List
The Invoice Type List page allows authorized users to view a list of all existing invoice types, add new invoice types, or edit or delete existing types. Invoice Types are used for categorizing invoice formats, late notices, billing codes, and general ledger distributions. The software allows the system administrator to define the different types of invoices that are generated by your municipality and all the different types of activities that are billed on the different invoice types.
To access the Invoice Type List page, go to Maintenance > Financial Management > Miscellaneous Billing > Invoice Types.
The default sort order is by Code (in alphabetical order). Clicking a hyperlink in the Code column in the list opens the Invoice Type page where you can edit the invoice type information.
If needed, click Refresh to repopulate and update the list to include any changes other authorized users may have made.
Click here to see field descriptions.
| Field | Description |
|---|---|
| Active | This column displays check mark if the invoice type code is active. It displays nothing if the invoice type code is inactive. |
| Code | The invoice type code. |
| Description | A description of the invoice type code. |
| Category | The category of the invoice type. |
| Classification | The classification of the invoice type (e.g., Standard, Template, Installment). |
| Invoice Format | The format used for invoices belonging to this invoice type. |
Add an Invoice Type
To add a new invoice type click New. To edit an existing invoice type, click the Code hyperlink to open the existing record.
See Add or Edit an Invoice Type for more information.
Delete an Invoice Type
To delete an invoice type from the list, select it in the list and click Delete.
The Delete button is hidden or disabled if you do not have the appropriate security permissions. If you are authorized, when you click Delete you are prompted to confirm the deletion.
Print the Invoice Type Listing
To print a list of all standard or template invoice types, click Print. The Invoice Type Listing pop-up window displays. Select the criteria you want to display on the report. Click OK to submit the Invoice Type Listing to myReports. This Print button is hidden if you do not have the appropriate security permissions.
Click here to see field descriptions.
| Field | Description |
|---|---|
| Classification | The classification of the invoice type (e.g., Standard, Template). |
| Category | The category of the invoice type. To include all invoice types on the listing, leave this field blank. |
| Invoice Type | The invoice type to include on the listing. To include all invoice types on the listing, leave this field blank. |
| Effective Date | The effective date to use to selected records to include on the listing. |
| Listing Type | The level of detail to include on the listing; available options are Summary and Detail. When Detail is selected from the drop-down, the Include Billing Codes checkbox becomes enabled. When set to Summary, it is disabled. |
| Active Types Only | When selected, only those invoice types that are active will be included on the listing. |
| Include User Defined Fields | When selected, user-defined fields will be included on the listing. |
| Include Late Notices | When selected, late notices associated with the invoice types will be included on the listing. |
| Include Billing Codes | When selected, billing codes associated with the invoice types will be included on the listing. To enable this checkbox, select Detail from the Listing Type drop-down. |
See Also
Miscellaneous Billing Overview