====== Invoice Profile ======
This section is the Invoice Profile. This form contains the fields for creating a system Invoice. 

**Overview:**
Invoice Profile states information about the system Invoice. such as,

**Header Fields**
  *System Invoice Number – system generated number assigned to saved invoice
  * Invoice date – issuance date of found on printed invoice
  * Invoice Type – kind of invoice used
  * DPBS – down payment billing statement; usually used for billing partial payments 
  * DPSI –down payment sales invoice; usually used for billing partial payments
  * BS – billing statement
  * SI – sales invoice
  * Project no. – reference project of invoice 
  * PI no. – reference pro-forma invoice of invoice 
  * Project Location – reference project location of invoice being recorded
  * Client Code – system code used in PI as reference for billing of invoice
  * PI desc. – saved PI description as created by PM 
  * Invoice Doc number – invoice number of manual document/invoice 
  * Department – group in charge of the project and its billing
  * PM – manager in charge of the project  and its billing
  * Invoice Status – progress made to invoice 
  * Invoiced
  * Cancelled
  * Invoice Remarks – additional note indicated on invoice
  * Payment Term – payment schedule indicated on invoice 
  * Currency – expected payment currency 
  * Invoice Amount – value of invoice billed
  * VAT Inc – Value Added Tax Included to Invoice amount option
  * VAT Ex – Value Added Tax Excluded from Invoice amount option
  * Down Payment – for SI and BS, used for indicating sum of partial payments collected 
  * Amount Due – for SI and BS, Invoice Amount less Down Payment; states the invoice balance expected for collection
  * Client PO no. – reference Purchase Order number provided by client
  * QB System No. – quick books’ invoice reference number
  * DR Doc. No. – reference client signed delivery receipt number as proof of delivery of goods
**Details Tab**
  * Billing Company – name of company on invoice  
  * Billing Tin No – registered Tax identification number of the client
  * Billing Address – location of client company  
  * Due Date – target date to fully paid amount on invoice without incurring penalties
  * Last Delivery Date – date of DR with the latest delivery date 
  * Invoice Received Date – date when client receives the invoice
  * Billing Month – recording month as reflected in Accounting records
  * Forecast Collection Date - accounting's expected date of collection

**Collection/Collection Tab**
  * Collection No. – system generated collection number 
  * Collection Date – date when payment was received
  * Collection Type – kind of collection document used
  * CR– Collection Receipt; 
  * OR– Official Receipt; 
  * Client Code – client responsible for payment
  * Collection Status – indicates PAID when saved
  * Collection Remarks – additional note indicated on invoice
  * Collection Document No. – reference number as indicated in OR or CR
  * Total Amount – payment amount before taxes to be allocated on various invoicesr 
Note: Total Amount=Collection amount + Withholding Tax and Other Charges
  * Payment Mode – form of payment as cash, dated check or post dated check 
  * Bank Name/Branch – bank used for check payment
  * Check no. - number indicated on the check received
  * Check date – date indicated on the check received
  * TD Account – company account where payment is credited  
  * Deposit Date – expected date when payment will be credited to account
  * Collection Amount – OR/CR amount receive as cash, as indicated on cash deposit slip or on check
  * Withholding Tax – tax deducted on collection, if applicable
  * Other Charges – miscellaneous deductions on collection, if applicable 

**Memo/Memo Tab**
  *  memo number – system generated memo number; format: MEMO-YR-###### (record type-Year-six digit sequential counter)
  * Memo Date – record date of Memo
  * Memo Type - credit memo or debit memo
  * Chain - Client group or chain name for filtering of available client invoices
  * Memo Status – current state of PI
       * draft - memo status before posting
       * For Memo - requesting for memo status
       * Memo OK - approved and applied memo
       * Cancelled - memo cancelled
  * Remarks – additional comments
  * Memo Doc no. - the reference number of formal memo used by Accounting dep't.
  * Currency - currency used on invoice
  * Memo Amount – total amount to be deducted on selected client invoices

Follow this link to see [[module:accounting:acctinvoice:list|Invoice List]] general instruction page