When the invoice is approved, the manual lines' fee amounts are added to the Total Fee Amount and are shown under the Total Additional Fee Amount in the invoice's Summary section. They are also reflected in the A/R transactions list.

To make changes to the manual lines

You can do all the intended operations (add, edit, or delete an existing line) simultaneously if the invoice is in draft status. If the invoice is approved, you must revert the status to Draft.

If the invoice is not in Draft status, you can still see the existing ad hoc line items in read-only mode.

  1. Open the Manage Ad hoc Lines page and click Edit. 
  2. Perform any or all of the following editing operations:
    1. Click the Plus icon () to add lines. The new row is added at the start of the table.
    2. Edit the existing lines.

    3. Click the Delete icon () to remove existing lines. 

      The delete icon deletes the entry from the page memory but not from the database. Clicking the Submit Changes button deletes the line item from the database.

       

  3. After you have made your changes, click Submit Changes. The Submit Ad hoc Lines pop-up appears.
  4. Click OK to proceed to the invoice record page to see your changes; otherwise, click Cancel and make changes to the manual lines.         

The changes made to the manual lines are updated on the invoice record after the invoice is approved. The Total Fee Amount field on the invoice now includes the fee amount resulting from the changes you have made during the Edit operation.

To generate invoice summary

After adding the lines manually to the invoice, you can generate a summary of all the lines based on criteria such as start date, charge type, price type, ship-to, location, etc. When you generate a summary, the fee amount from the manual lines is included in the summary so that the total amount from the summary matches the fee from the contracted and additional fee invoice lines. For more information on how to generate a summary, see Creating an Invoice Summary Line.

When the manual lines have summary criteria matching with the regular lines, the manual lines are summarized along with the regular lines so that the summary includes these lines under that summary criterion. For example, generating a summary using Start Date as a criterion when the manual and regular invoice lines have a common start date produces a single line with consolidated information in the invoice summary column.

When the manual lines do not have matching summary criteria, the manual lines are summarized into a single line and shown as a separate line entry in the Invoice Lines Summary related list. For example, if you generate a summary with Type as a filter criterion, then the Invoice Line Summary related list has two line records. One record shows the consolidated fee amount of contracted lines and the other shows the consolidated fee amount of the manual lines.


When the Taxable? checkbox is selected the Tax callback makes a Get Tax call to the tax system and gets the estimated tax for the applicable lines. The tax amount is calculated and summarized under the Tax Amount field of the Invoice Lines Summary related list.


To add lines to an invoice by calling an API

To add lines to an invoice by calling an API, refer to Adding Lines to an Invoice.