Invoice codes can be used as a shortcut to enter commonly used invoice item descriptions, without requiring them to be typed in full.
By setting up and utilizing invoice codes, the following information can be populated on the invoice:
- invoice item description
- default amount
- hours
- general ledger account
- tax (depending on jurisdiction)
- task code (if applicable for electronic billing)
To access Invoice Codes:
From the Brief Accounting Home screen, select the Lists module > Invoice tab.
A list of pre-loaded invoice codes are displayed.
To add a new invoice code, click the New icon.
To delete an invoice code, single-click on the code in the list to highlight it, then click the Delete icon.
To edit an invoice code, double-click on the code on the invoice list screen.
For Example:
When the above code is typed into a new invoice item, the information is pre-populated:
Once the code is used on an invoice, and of the information can be edited as necessary for the specific invoice.
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