To Add Lines to an Invoice

The custom setting, Add Manual Lines To An Invoice is set to True.
The invoice is in Draft status. For approved invoices, revert the status to Draft.
The invoice type is either Standard, Ad Hoc or Credit.

Open the invoice to which you want to add lines manually.
Click the Manage Ad Hoc Lines button.
The Manage Ad hoc Lines page opens showing the Invoice Information and Ad hoc Lines tabs.
Click the Plus icon () to create a manual invoice line item entry.
Enter the line level information.
1. Select the start date. The start date must be in the range of the start date and end date of the system-generated invoice line item(s). The date range is inclusive of both, the minimum start date and maximum end date of the contracted invoice line item of that invoice.
2. Select the end date. The end date must be in the range of the start date and end date of the system-generated invoice line item(s). The date range is inclusive of both, the minimum start date and maximum end date of the contracted invoice line item of that invoice.
3. Enter a description (e.g., "Miscellaneous charges", "Additional installation charges", etc.) for the ad hoc invoice line item entry.
4. Enter the fee amount to be charged in the "Amount" field.
  
  Note:
  The Taxable? checkbox is selected by default. You can clear it if no tax callback is defined or the additional charges are non-taxable.
If required, click the Plus icon () again to create the second manual line and enter the information. The second row is added below the previous row. You must complete the information for all required fields of the first manual line before proceeding to create the second manual line.
Note:
- You can delete a row by clicking the Delete icon () at the end of that row. To delete multiple rows, select the checkbox adjacent to the rows and click the Delete icon on top of the table. This icon is visible after you select a row.
- The delete icon deletes the entry from the page memory but not from the database. Clicking the Submit button deletes the line item from the database.
After you have entered the manual invoice line items, click Submit.You are returned to the invoice record where you can see the manually entered invoice line item(s) is(are) created as an invoice line item(s) but the 'Type' field will have a value "Additional Fee" thus differentiating the manual lines from the system generated invoice lines.

Note:
A progressive loading technique is implemented on the UI instead of pagination, as you keep scrolling, more data loads.

The fee amounts of the manual lines are added to the Total Fee Amount after the invoice is approved and are shown under the Total Additional Fee Amount in the Summary section of the invoice. It is also reflected in the A/R transactions list.

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To Add Lines to an Invoice

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