Invoice Sales Activities
An invoice can be created at various stages in the sales process. The invoicing features allow you to invoice cash sales, use quotes and orders as preliminary drafts for invoices, and use alternative shipping and invoicing methods.
Direct invoicing is the issuance of an invoice at the same time that the goods are sold and shipped, without prior issuance of a quote or an order. You can also invoice sales orders.
There are many optional features that you can use in sales invoicing. For example, you can invoice for the use of resources, you can use line discounts and alternative sales prices, and you can track lot or serial numbers for the items on the invoice.
The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.
| To | See |
|---|---|
Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms, using Simplified UX. |
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Create an invoice at the same time as the goods are sold and shipped. |
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Learn about VAT functionality, including how VAT amounts are displayed in sales and purchase documents, how to adjust VAT amounts in documents, and how to calculate VAT in journals. |
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Use intercompany documents to reduce data entry. |
How to: Fill In and Send Intercompany Sales Documents and Purchase Documents |
Include a resource on a sales invoice to track costs and prices related to the resource, and to track the specific work types and jobs linked to the resource. |
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Copy item tracking lines from a shipment. |
How to: Handle Item Tracking Lines with the Get Lines Function |
Look up alternative sales line discounts from a sales invoice line. |
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Look up alternative sales prices from a sales line. |
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Enter item charges on a sales document, such as freight, handling or insurance. |
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Select from existing serial or lot numbers or create new serial or lot numbers for items on sales invoice lines. |
How to: Assign Serial Numbers and Lot Numbers During Outbound Transactions |
Assign a reason code to a sales invoice to indicate why the document was created. |
How to: Use Reason Codes on Sales Documents and Purchase Documents |
Apply an invoice discount to a sales invoice in a foreign currency. |
How to: Invoice with Sales Invoice Discounts in Foreign Currencies |
Apply an invoice discount to a sales invoice in LCY. |
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Send a document approval request to the user who is set up to approve your documents. |
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Create a sales invoice from a sales order. |
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Post an invoice for a partial shipment. |
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Post multiple sales orders, invoices, or credit memos at one time. |
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Change posted VAT entries. |
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Issue a credit memo to cancel incorrect sales invoice lines. |
See Also
Tasks
How to: Change Exchange Rates When You Post
How to: Enter Dimension Values on Entries
How to: Correct Dimension Value Codes on Ledger Entries
How to: Correct Dimension Value Codes on Item Ledger Entries for Sales
How to: Invoice Service Contracts