Statement Types

Horizon lets you record a variety of statement types, including regular invoices, supplemental invoices, nontitle invoices, and credit memos. Statement types are specified at both the header and line level. This lets you accommodate vendor statements that include different line types on the same statement. (For more information, see Mixing Line Types.)

The header type is assigned automatically when you create the statement, based on the option you choose on the Statement menu. You cannot change the header type once you save the statement. The line type is determined by the header or the statement mode you choose before you record statement lines. You cannot change the line type unless you undo the statement line and redo it. (For instructions on undoing a statement line, see Undoing a Statement Line.)

The types of statements you can record in Horizon are explained below. For more detailed information and instructions on how to record each type, see the corresponding cross-references.

Invoice. This type is for “regular” title invoices (as opposed to supplemental invoices, credit memos, or nontitle invoices). (For more information, see Recording an Invoice.)
Supplemental Invoice. A supplemental invoice is an invoice for additional charges not included on a previous invoice. (For more information, see Recording a Supplemental Invoice.)
Credit Memo. A credit memo is a note issued by a vendor in place of a cash refund for unfilled or returned titles that can be applied to other invoices you receive from the vendor. (For more information, see Recording a Credit Memo.)
Refund. A refund is a cash refund from a vendor for unfilled or returned orders. (For more information, see Recording a Refund.)
Nontitle Invoice. A nontitle invoice is an invoice that is not associated with any titles. For example, you might create a nontitle invoice to pay for inter-library loan charges, office supplies, or items you do not catalog (for example, paperback books). (For more information, see Recording a Nontitle Invoice.)
Nontitle Credit. A nontitle credit memo is a credit from a vendor that is not associated with a title. This might be a credit for a previous nontitle invoice (explained above) or simply a miscellaneous credit. (For more information, see Recording a Nontitle Credit Memo.)
Nontitle Refund. A nontitle refund is a refund from a vendor for nontitle invoices (explained above). (For more information, see Recording a Nontitle Refund.)

 


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