[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-234706-105":53,"doc-detail-234706-en":127},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":120,"head_meta":122,"extra_data":124,"updated_unix":126},105,"en","customer-invoice-invoice-preparation-and-layout-tabs-overview","Customer Invoice - Invoice preparation and layout tabs overview","","Customer Invoice provides a structured way to prepare, save, and submit customer invoices for an organization. It defines the document layout and explains the available tabs, including Organization, General, Billing/Shipping, and Accounting Lines, plus standard financial transaction tabs. The guide details required and system-maintained fields such as billing chart and organization codes, invoice number, customer identifiers, billing and due dates, payment terms, and statement printing options. It also specifies Bill To and Ship To address fields and lookup behavior.",{"@graph":63,"@context":119},[64,80,102],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":21,"@type":70,"position":76},"https://docshare.wps.com/template/invoices/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/customer-invoice-invoice-preparation-and-layout-tabs-overview/234706/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/customer-invoice-invoice-preparation-and-layout-tabs-overview/234706.png","ImageObject",442,249,{"name":88,"@type":89},"Stanley","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-17","2026-09-11",true,{"@type":98,"interactionType":99,"userInteractionCount":101},"InteractionCounter",{"@type":100},"ViewAction",8,{"@type":103,"mainEntity":104},"FAQPage",[105,111,115],{"name":106,"@type":107,"acceptedAnswer":108},"What tabs are included in the Customer Invoice document layout?","Question",{"text":109,"@type":110},"The document layout includes five unique tabs: Organization, Recurrence Details (not used by IU), General, Billing/Shipping, and Accounting Lines, in addition to standard financial transaction tabs.","Answer",{"name":112,"@type":107,"acceptedAnswer":113},"Which fields are required in the Organization and General tabs?",{"text":114,"@type":110},"In the Organization tab, Billing Chart Code, Billing Organization Code, and Processing Chart Code are required. 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An alphanumeric value that uniquely identifies the single chart that is associated with the billing of the customer invoice. |\n| Billing Organization Code | Required. An organization that bills customers for goods or services that generate revenue. Either enter the appropriate code or use the lookup to find it. The organization must be designated as a billing organization in the Organization Options document before you can use it in the Accounts Receivable module. It must also be under the Processing Chart-Organization listed above (also designated in the Organization Options table) . |\n| Organization Invoice Number | The number uniquely assigned to this invoice record as it exists in the billing organization's accounting system. |\n| Processing Chart Code | An alphanumeric value that uniquely identifies the single chart that is associated with the processing of the customer invoice. This value may be changed only by users in the Multi Organization Invoicer role. |\n| Processing Organization Code | In association with the Processing Chart Code, this value references the processing organization for this invoice. This value may be changed only by the users in the Multi Organization Invoicer role. |\n\nRecurrence Details Tab – IU does not use this feature.  \nDO NOT USE!  \nGeneral Tab  \nThe General tab contains three sections: Customer Information, Detail Information, and Statement Information.  \nCustomer Information Section  \nCustomer Information section field definitions  \n\n| Title | Description |\n| --- | --- |\n| Customer Name | The name of the customer whose customer number was entered in the Customer Number field. This field is maintained by the system. |\n| Customer Number | Required. A unique number assigned to identify each vendor/organization as a customer. Either enter the customer number or use the lookup to find it.\u003Cbr> This selection automatically populates field information in the Billing/Shipping tab. |\n| Customer Purchase Order Date | The date on the customer purchase order that indicates when it was initiated. Either enter the date or use the calendar tool to select it. |\n| Customer Purchase Order Number | If there is a purchase order associated with this invoice to this customer, enter the PO number here. |\n\nDetail Information Section  \nDetail Information section field definitions  \n\n| Title | Description |\n| --- | --- |\n| Billing Date | The date the bill was produced. This field is maintained by the system. |\n| Due Date | Required. Enter the date the payment is due to be received from the customer, after which a late penalty could be assessed. You may also use the calendar tool to select the date. This entry typically differs from both the billing and PO dates. |\n| Open Invoice indicator | Yes or No flag to signify whether or not the invoice is open for an ongoing billing relationship or closed for future billing. This field is maintained by the system. |\n| Terms | The agreed-upon conditions of payment (typically in reference to a frequency of billing, for example, net 30, or payable upon receipt) . |\n\nStatement Information Section  \nStatement Information section field definitions  \nTitle  Description  \n\n| Attention Line Text | The name of an individual or department that designates a recipient or further refines who is to receive the statement. |\n| --- | --- |\n| Header Text | The text that is to appear wi","cbCaieL1WcfjtXME","https://ap.wps.com/l/cbCaieL1WcfjtXME","pdf",334402,"English","# Document Layout\n## Organization Tab\n## General Tab\n## Billing/Shipping Tab\n## Bill To Address Section\n## Statement Information Section","[{\"question\":\"What tabs are included in the Customer Invoice document layout?\",\"answer\":\"The document layout includes five unique tabs: Organization, Recurrence Details (not used by IU), General, Billing/Shipping, and Accounting Lines, in addition to standard financial transaction tabs.\"},{\"question\":\"Which fields are required in the Organization and General tabs?\",\"answer\":\"In the Organization tab, Billing Chart Code, Billing Organization Code, and Processing Chart Code are required. In the General tab, Customer Number and Due Date are required.\"},{\"question\":\"How are billing, due, and customer purchase order dates used on the invoice?\",\"answer\":\"Billing Date is the date the bill was produced (system maintained), Due Date is when payment is expected (required and may differ from billing and PO dates), and Customer Purchase Order Date indicates when the PO was initiated.\"}]","Customer Invoice - Invoice preparation and layout tabs overview | PDF",1789090038]