Setup Invoice Prepayments
CUSTADMIN access only
Prepayment invoices are invoices that are paid in instalments. This could be an annual subscription, or an insurance premium invoiced annually but paid monthly.
If prepayment invoices are required, you will need to define the following user fields:
In the Detail Userfields section of the Invoice tab, select the Userfield 1 check box and complete the field details as follows:
- From the IRIS Purchasing Home page, click on the Settings Icon on the homepage.
-
Select the Invoice tab.
- In the Detail Userfields section of the Invoice tab, select the Userfield 1 check box and complete the field details as follows:
- Enter Date Range in the Title
- Select Text from the Validation Type drop-down list
Select the Carry Forward check box
-
Select the Userfield 2 check box and complete the field details as follows:
- Select the Userfield 2 tick box and enter Prepayment in the Title field as shown in the previous graphic.
- Enter Prepayment in the Title
- Select Text from the Validation Type drop-down list.
Select the Carry Forward check box. The Carry Forward check boxes must be selected to ensure that the information is subsequently posted into PS Accounting in the POIN document.