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The AccountPro Electrical
Invoicing software module comes complete with a
database of some 6000 commonly used items in the electrical service and construction
industry to which you may add an unlimited number of items. All item pricing
and details in the database may be changed by the user. The
Electrical
Invoicing module does not
require the optional Inventory module to create and maintain a master
database of items for billing purposes.
More Info, latest Pricing and Online ordering
The number of Invoices you may create is unlimited as are the number of transactions and or
descriptions and comments you may place into each invoice.
The following is a summary describing some of the features of the
Electrical
Invoicing software module. Should you have further questions, please
contact our office through one of the available contact options.
Overview
- The AccountPro Electrical Invoicing
module automatically interfaces with AccountPro
Accounts Receivable,
Inventory Control,
General Ledger,
Job
Costing and
Sales Commission modules. Interfacing with other
AccountPro modules is automatic if installed and requires no additional setup.
- Invoice posting details are automatically reflected in the
Accounts
Receivable, General Ledger,
Inventory, Sales Commission and
Job Costing
modules if installed. These modules, may be added at a later date and are not
required for the Invoice module to function.
- Invoice transactions may be entered and printed as item details have been entered, or
printed at a later date. Transactions in the invoice may be added to, or edited if
required, after they have been entered, and reprinted. Reprinting of the invoice is
required if changes have been made to the invoice before posting is allowed.
- Text may be entered into an invoice on a
line by line bases, or selected by a predefined invoice message id. Text may be entered
into an invoice above, below, or between line items.
- Allows for billings of labor or services
rendered, for example, labor used in the service, construction or
manufacturing industry.
- Any number of blank lines may be added
above, below or between line items or text.
- Multipage invoices are automatically
created if the combined number of line items, and or text, exceed a single invoice page
size.
- Standard & Service Type Invoice Formats
are supported.
- Service Type Invoice formats print
subtotals at the bottom of the invoice for...
- Material
- Rental
- Other
- Subcontract
- Labor
- Miscellaneous & Freight
with an option to suppress quantities, unit pricing, unit discounts and or line totals
on the invoice.
- Ship To... addresses may be predefined by
customer in the Accounts Receivable
module by Customer ID. Any number of Ship To... addresses may be established per customer.
- Job Location addresses may be predefined
by customer in the Accounts Receivable
module by Customer ID. Any number of Job Location addresses may be established per
customer.
Detail Features
- Supports entry of items into the invoice/order not in the main database or inventory.
- Automatically generates multipage invoices when number of line items
exceed page length. Supports up to 9,999 pages per invoice.
- Items may be selected for maintenance or entry into an invoice/order from pop-up
windows, or by direct entry of the item ID. When making a selection from a pop-up window,
only items for the class (category) selected, are displayed, making it easier to identify
and selecting an item ID if the number of items in the database are numerous.
- Items may be identified by an Item ID of up to 20
alphanumeric characters and an Item description of up to 45 characters.
- Items may use Unit Pricing to $99,999,999.9999 and Unit Measures from 1 to 999,999.999999
- Facilitates grouping of items by class to control:
- Inventory
- Cost of Sales
- Revenue
- Tax Rates
- Item Selection
- Report & List printing
- Display in pop-up windows
- Customers may be selected from Pop-up windows or by direct entry of Customer ID.
- Customers not on file in the Accounts Receivable module may be added on the fly.
- Global price changes by Class is supported.
- Handles Sales Tax calculations, exemptions by Class, Customer and Territory, State,
Province, County, City or Municipality.
- Calculation of taxes is automatic and are printed on the invoice, broken
down by federal, state, province, territory and local tax if applicable.
- Tax calculations may be turned on or off on a customer by customer and
item class by item class bases in addition to turning on or off the tax
calculations by state or province.
- Automatically warns if Customer's credit line has been exceeded and by how much.
- Item messages may be pre-defined (up to 99 lines) by an Item Message ID for items
requiring a message, additional description, warranty clauses or warning specific to the
item to be printed on the invoice.
- Text may be printed on the invoice using as many lines of text as required.
- Text may be printed above, in between, or below items or services invoiced
for and may be repeated as often as required on the invoice.
Item Detail
- Item details (partial listing) consist of:
- Item ID of up to 20 alphanumeric characters
- Class ID to 8 alphanumeric characters
- Branch, Warehouse or Truck ID to 3 alphanumeric characters
- Category
- Description up to 45 characters.
- 7 levels of Unit Pricing to $99,999,999.9999
- Calculates and displays margins for each of the 7 selling levels
- Unit Measures from 0.000001 to 999,999.999999
- Unit weight to calculate estimated shipping weight
- Supplier Catalog number
- Preferred Vendor ID to 12 alphanumeric characters
- Lot numbers to 20 alphanumeric characters
- Serial numbers 20 alphanumeric characters
- Cost
- Alternate Vendor or Supplier ID
- Alternate Cost
- Manufacturer ID
- MRP - Manufacturer Suggested Resell Price
- UPC number
Invoice Formats
- Several predefined Invoice Formats are available, each with several Invoice Line
Formats.
- Invoice formats included are layouts to be used on pre-printed 8 1/2 x 11" invoice
forms, or blank 8 1/2" x 11" paper.
- Each Invoice can handle up to 9,999 line items.
- Up to three levels of taxes may be printed at the bottom of the invoice.
- Service Type Invoice formats have the
option to suppress quantities, unit pricing, unit discounts and or line totals turned off,
and will print sub-totals at the bottom of the invoice categorized by:
- Material
- Rental
- Other
- Sub-Contract
- Labor
- Miscellaneous
- Freight
Printing Invoices
- Invoices may be printed as the order is completed, or printed at a later date.
- Pre-defined Item messages (up to 99 lines per message id) are printed automatically below the Invoice
line Item (or Serial Number line if the item required a serial number) if the Item has an Item
message ID associated with it.
- A pre-defined Invoice Message (up to 99 lines per message id) may be printed below the last Invoice Item
Line (or Serial Number line if the item required a serial number) if an Invoice Message ID
is specified.
- Print multiple copies of an invoice eliminating the need for NCR type
invoices.
- Pre-printed invoice forms are not required.
- Generates multi-page invoices automatically if the number of invoice line items exceed
the selected invoice format page size.
Distribution to General Ledger
- If the General Ledger is
installed, general ledger accounts may be specified for each combination of a Class and
State/Province/Territory ID, to track Revenue, Cost of Sales and any applicable Sales Taxes
as they apply for each of the classifications (categories) and State/Province/Territory
combinations.
- The General Ledger Financial reports will immediately show
a full accounting from postings in the
Invoicing
module and does not require month or period end closings to print up-to-date information.
Reports
- Invoice proofs may be printed on blank paper for, approval, editing or a second copy of
the invoice before actual invoices are printed.
- A list of items in the master file may be sorted in a number of ways before printing.
Import
- Using the option Import module, you can
import customer and product lists from ASCII
or CSV files.
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