Create, modify, and delete invoice categories

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Create, modify, and delete invoice categories

In the Invoice Category Maintenance dialog box, you can create a list of standard invoice categories used for customer orders. The categories that you define are available when creating invoices in the Order Entry module.

  1. Click the Maintenance ribbon tab.
  2. In the menu, select Order Entry > Invoice Category Maintenance.
  3. In the Invoice Categories dialog box, do any of the following according to your needs:

    To

    Do this

    Add a new invoice category

    1. Click New.

    2. In the Category field, type a name for the invoice category.

    3. In the Description field, type a description for the invoice category.

    4. Click Add to save the new invoice category and add it to the list.

    Modify an invoice category

    1. Select the invoice category that you want to modify.

    2. Modify the name and description of the invoice category.

    3. Click Save to save the changes.

    Delete an invoice category

    1. Select the invoice category that you want to delete.

    2. Click Delete.

    3. To permanently delete the invoice category, click Yes in the confirmation dialog box.

  4. To close the dialog box, click the Close button (X) in the upper-right corner.
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