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Overview

Advanced Billing Detail - Advanced billing is used for milestone or progress billing. The detail is an optional section that will allow you to enter details for what the billing encompasses. Although the advance bill is NOT connected to inventory you can list inventory and transactions amount here if desired.
Comments – The comments block is another optional field. Comments can be public (shown on the invoice) like a disclaimer or instructions alternatively they can be private such as an internal note to a customer service agent that will only show on screen.
Print Comments on Invoice – Controls whether the comments will print on the invoice.
Creation Controls – you have three options when you create the invoice:
1. Create Invoice – Will process the invoice.
2. Create and Print – Will process and print the invoice.
3. Create and email – Currently this feature is not functional, if you need to email the invoice you should print the invoice, generate it to a PDF and then attach it to an email. An email control module will be released in a future upgrade.