Distribute Charges on a Prepaid Invoice

To distribute charges among line item segments on a prepaid invoice:

  1. Open the Invoice workform for the prepaid invoice.
  2. Choose Tools > Distribute Charges from the menu bar.

    3. The Distribute Charges dialog box appears.

  3. Select a charge type.
  4. Choose one of the following Action options:
    • Select Add to an existing charge to add the charge to the charges already entered.
    • Select Overwrite existing charge to replace any previous charge already entered in the line item, or if no charge was entered.
  5. Choose one of the following Distribute options:
    • Select Evenly across line segments to distribute the charge amount equally among all the line segments for the invoice.
    • Select Based on total quantity received to apply the charges based on the quantity received.
  6. If needed, type a note in the Note box.
  7. Type the amount to distribute in the Amount box, and click OK.

    8. The Record Check/Voucher Data dialog box appears.

  8. Select Check or Voucher.
  9. To record the check or voucher number, type it in the Number box.
  10. To change the due date, type it the Date box or select it in the calendar.
  11. Click OK to submit your settings.

    12. A message informs you that the action cannot be undone.

  12. Click OK to confirm that you want to distribute the charges.

    13. The following events occur:

    • Charges distributed successfully appears in the status bar.
    • Any linked funds are updated.
    • The Charges view of the Invoice workform shows the subtotals for all line item charges and credits in the Charges and Credits box.
    • The Charges tabbed page in each invoice line item segment shows the amount of the charge that was distributed to the individual segment.

Related Information

If you need to make slight adjustments to the charges, see Make manual adjustments to charges.