Edit Chosen Recurring Charges

This routine was designed to edit charges that have already been chosen through the "Choose Recurring Charges" screen. This enables you to make any changes necessary, prior to posting. This option is found on the Recurring Charges sub-menu.

ENTER THE ENTITY (???=SEARCH) >

Enter the entity ID.

Enter the customer ID. If unknown, enter ??? and RETURN, then enter beginning characters from the last name or company name on which to search and select from the cross-reference list displayed.

Recurring charges per customer are sequentially numbered. Enter the sequence number corresponding with the recurring charge you wish to edit. If unknown, enter ??? and RETURN to select from the list displayed.

Once the proper entity, customer number, and sequence number are entered, the detail will be displayed (described below).

DATE - Invoice date.

TERMS - Payment terms of the invoice.

INVOICE # - Invoice number.

SALESMAN - Salesman ID and name if applicable.

REFERENCE - Invoice reference.

A/R CODE - Accounts receivable code.

LOCATION - Location code.

DESCRIPTION - Invoice description.

AMOUNT - Total invoice amount.

TAX CODE - Tax code.

TAXABLE - Taxable amount.

TAX AMOUNT - Amount of tax.

G/L ACCT # - General Ledger account numbers used for distribution.

DESCRIPTION - General Ledger account description.

DEBIT AMOUNT - Amounts debited to the General Ledger accounts.

CREDIT AMOUNT - Amounts credited to the General Ledger accounts.

DEBIT/CREDIT BALANCE - Your debit/credit balance should be zero (0).

NEXT STEP: Print Invoices for Recurring Charges