Add Invoice Line Items in Receivables

A line item increases the total amount the client owes for billing items such as a flat fee (for example, a shipping charge) or a variable fee (for example, two tickets for $10).

  1. From Receivables, Invoices, open an invoice record and select Add line item.

  2. Enter the effective date of the line item, specify when it's due, and set a post status.

  3. Search for the billing item, then enter a description, and any comments to identify the line item.

  4. If the line item is subject to finance charges and late fees, select Subject to finance and late charges.

    Warning: To successfully generate finance and late charges, select Subject to finance and late charges on each applicable record. For example, when you select Subject to finance and late charges on a billing item, but not the invoice that includes the billing item, finance and late charges don't apply.

  5. Use Service provider to select the person at your organization who assisted the client.

  6. Under Distributions, specify credit and debit accounts, classifications using grants or transaction codes, and custom fields for reporting purposes. You can also select to distribute the information evenly or by percent. For more information, see Distributions and Charge and Invoice Line Item Distributions.

    Note: The distributions you view are determined by the Use a single receivables summary account and never post applications business rule from Receivables, Settings. For more details, see General.

    Note: In a future release, we'll offer full support for distributions.

  7. For Interfund entry set, select a set to balance accounts if the debit and credit accounts aren’t in the same fund. For more details, see Interfund Sets.

  8. Save the line item.

    To enter another new one, select Save and add new.

    To copy the current one, select Save and add copy. For example, clients may need recurring line items for the same service.