Sales Invoice

FORMS ARE LOCATED AT:

MODULE > MODULE SECTION > FORM LIST

A Sales Invoice can be generated from three different sources:

• Sales Order – Used for generating Sales Invoices (SI) where no Delivery Note exists

• Delivery Note – Used for majority of orders where goods have been delivered

• Independently – Used for generating SI where no SO or DN is necessary

CREATING & SUBMITTING A SALES INVOICE

1. To identify all Delivery Notes that have recently shipped and require invoicing:

   1. Navigate to the Sales Invoice List.

   2. Click the dropdown button located at the top left of the screen and select “Delivered Items to be Billed”

   3. A report will be populated showing all DNs that have shipped, but have not yet been invoiced

   4. Click the DN number you intend to invoice

   5. On the DN in the upper right corner click the dropdown button and select “Make Invoice”

2. All information from the DN will be transferred to the Invoice

3. Verify all information is correct, including:

   1. Pricing

   2. Quantity

   3. Payment Due Date

   4. Terms

   5. Shipping Date

   6. Shipping Cost

      1. If shipping cost needs to be added to the invoice refer to the “Shipping Details” section where all applicable information will be contained. The shipping department will have entered the actual cost. The CS user will be responsible to mark-up the cost as necessary.

4. Once all information has been entered and verified save the document.

5. Submit the Document

6. Email the invoice to the Customer.