Invoice Options 

Default Invoice Status

Identify the Default invoice status: Bill of Lading, Hold, or Ready to Print. 

Default/Monthly Invoice format

Identify the default invoice format to use for service ticket invoices. This can be overridden on a customer-by-customer basis in the menu item Master File Maintenance > Customer/Job locations. 

Also, see Help: Invoice Formats for examples of each.

Include PO # Information

Check to include PO number information in default or monthly invoice formats.  PO number information is entered in [F12] on the A/R Options tab > Referred By field.

Electronic Print format

Enter the default format to send electronically.

Oildex Seller ID

If transferring electronic invoices, enter the company’s Oildex seller ID number. 

Electronic Contact Name

Enter the contact’s name for the electronic file.

Oildex Chesapeake Tkt #

Select either Ticket# or Invoice# - Oildex will assign 

Invoice Num Prefix

Enter a prefix that will be prefilled at the beginning of each invoice number.

Invoice terms

Enter terms to print on the invoice.

Surcharge Column Title

Enter a title to print in the surcharge column.

Print Billing Group/Level info

Check to print billing group information on each invoice.  Billing groups are in the Customer/Job locations > Billing Groups tab.

Include Tax Authority

Include the tax authority description on the invoice with the location.

Display Taxable/Non Taxable on a line-item basis

Changes the display on a line item basis. 

Print Location’s Billing Desc

Print the location’s billing description on the top right side of the Invoice at the Location or Well level for ticket types: Other, Transport, Both, or None.