Enter, or click to select, an active accounts receivable account. Each line on the invoice can charge a different sales group abbreviation; however, all line items must charge the same accounts receivable account. The field to the right displays the associated account name.

Enter, or click to select, the designated organization for the account. The field to the right displays the associated organization name.

Enter, or click to select, the designated accounts receivable project linked to the account and organization. If this is a delivery type invoice, the accounts receivable project must be the same as the liquidation project on the Liquidation tab. The field to the right displays the associated project name

Enter, or click to select, a valid reference number 1. This column displays under the custom label you defined for this field.

Enter, or click to select, a valid reference number 2. This column displays under the custom label you defined for this field.

Enter, or click to select, the applicable default billing cycle code. This code defaults on the invoice lines for REC (Recurring) line items.

Enter the default beginning date for the time period for which the REC (Recurring) line item is in effect. This date defaults on the invoice lines for recurring line items.

Enter the default ending date for the time period for which the REC (Recurring) line item is in effect. This date defaults on the invoice lines for recurring line items.