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This article applies to:

  • Product: UltraTax CS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization,5500 Beneficiary Plan,706 Estate Tax,709 Gift Tax,2290 Heavy Vehicle Use Tax

Enter invoice information

Follow these steps to enter invoice information, including a total invoice amount, additional invoice items, a discount, prior payments received, and other miscellaneous information.
  1. Select
    File
    , then
    Open Client
     to open the client's return.
  2. Select the
    General
     folder.
  3. Select the
    Screen Letter
     tab.
  4. Enter an amount in the
    Invoice Amount (Force)
     field if you want to charge a flat rate rather than the calculated per-form or per-item amount.
  5. Enter additional user-defined invoice items and amounts in the statement attached to the
    Additional invoice items
     field.
  6. Enter any prepayments made or any credited amounts to the invoice amount due in the
    Prior payments received
     field.
  7. Enter the amount you want deducted as a discount on the invoice In the
    Dollar discount
     or
    Percent discount
     field.
  8. Mark the
    New referral
     checkbox and enter text in the
    Referred by
     field.
    note
    This checkbox is available for 1040 clients only.
  9. Enter an invoice number In the
    Client invoice number
     field.

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