This invoicing program is an alternative to the Order Entry process, using a direct invoicing approach which eliminates the need to setup a product order and then to bill it.
This option can also be used to view and update a Sales Order
Invoice that was generated from a Sales Orders.
Refer to Sales Orders for a detailed
description of the full Sales Order entry process.
ORDER INVOICING PROCESS FLOW:
This short cut approach skips the use of a Sales Orders.
This is useful for low sales order volumes with few back orders. It
is also useful for firms that have limited sales order staff
available.
The steps are:
Assemble the parts to fill the order manually.
Bill only items shipped or taken by the customer using this
Sales Order Invoices option.
This program assumes that the order has already been filled, but if
any products are entered as back ordered, an outstanding Sales Order is automatically generated when the
invoice is created.
To reprint the sales order invoice, use Print Sale Order Invoices.
Use the Sales Order Invoice Inquiries to look up billed sales orders, to see what the customer ordered in the past.
Sales Order Invoices respect any Suggested Sales List assigned to the product that is entered on the invoice.
Sales Order Invoices that are not flagged to 'Hold" will post to the General Ledger and to the Accounts Receivable Ledger when the next Daily Close is completed.
Entering a Sales Order Invoice directly assumes that the
customer's order has already been filled manually, and now staff
needs to create an invoice to bill the customer.
Existing Sales Order Invoices can also be reviewed whether they
were entered directly or whether they are the results of filling a
Sales Orders.
Refer to Miscellaneous Invoices for information on entering each field in the invoice header.
Note: A Sales Order Invoice with any products having "Back Ordered" quantities automatically generates an outstanding Order that can be accessed in Sales Orders when quantity is available to fill it.
Note: Sales Order Invoices cannot be credited in the Create Invoice From Existing Invoice utility as this function only applies to standard invoices.
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