SO10220 - Invoice Settings
Description:
Invoice Settings allows entry of individual billing amounts for each form and schedule. Some forms and schedules allow line item billing.
Links:
Settings Menu
SO10220 - Invoice Settings

  1. To access the Invoice Settings, click on the Settings menu and select Invoice Settings (figure 1).


    2. (figure 1)

  2. A window will appear that lists the forms and schedules for each system (figure 2).


    3. (figure 2)

  3. This tab allows you to move between the systems and view each form (figure 3).


    4. (figure 3)

  4. The Description column lists the name of the form or schedule (figure 4).


    5. (figure 4)

  5. To prevent forms from showing on the invoice, check the Suppress box for the specific form. This, however, does not stop the form from being generated or printed, unless the print option is set (figure 5).


    6. (figure 5)

  6. Enter the amount to be charged per form in the Amount column (figure 6).


    7. (figure 6)

  7. Enter the amount to be charged for individual items entered on a form (figure 7).


    8. (figure 7)

  8. Select either Federal or State from the dropdown box to view and enter fees. As you change from state to state, the list of forms and schedules will change as well (figure 8).


    9. (figure 8)

  9. To find a particular form or schedule you can type it in the Find Item box. To go to the next/previous item, click the appropriate button (figure 9).


    10. (figure 9)

Invoice Buttons (figure 10)


(figure 10)

Refer to figure 10 above for items a through e.

  1. Click here to copy the grid so you can paste it in another document.

  2. Click here to customize fonts and borders for the invoices.

  3. Click here to save the invoice settings. This will close the Forms and Invoice Settings window.

  4. Click here to print the invoice settings.

  5. Click here to bring up the program helps for the Invoice Settings.