S/O Invoice Data Entry

Window Details
	Navigation
	Overview
	Fields

How Do I...
	Enter a Sales Order Invoice	Enter an Extended Item Description
	Save Default Values for Sales Order and Invoice Data Entry	Distribute Transaction Quantities to Lot and Serial Numbers
	Assign a Default Warehouse to a Ship-to Address	Reverse Sales Tax Charged on an Invoice
	Assign a Default E-mail Address to a Ship-to Address	Process Customer Deposits
	Add a New Miscellaneous, Charge, or Comment Item Code On the Fly	Post Credit Card and ACH Settlement Amounts
	Look Up an Item by Alias Number	Generate a Back Order Automatically
	Enter a Sales Kit	Recalculate Sales Tax on a Sales Order or Invoice
	Enter Options for Standard Bills and Sales Kits	Use the Last Purchase Price on an Order
	Enter a Credit or Debit Memo	Process Credit Card Transactions
	Add a Restock Fee to a Credit Memo	Enter Sales Order/Invoice and A/R Cash Receipts/Invoice Credit Card Information
	Reauthorize a Credit Card Transaction	Process ACH Payment Transactions
	Apply Multiple Sales Orders to an Invoice

Related Topics
	Grids	Using Sales Kits
	Determining and Updating Quantities	Setting Up SO, AR, and eBM to Process Credit Card Transactions
	General Ledger Accounts	Receiving Payment by Credit Card From Your Customers Flowchart
	Update FAQs	Daily Sales Reports/Updates
	Lot/Serial Number FAQs	Retaining Sales Order History
	Calculating Sales Commissions	Using Sales Tax in Job Cost
	Sales Order Paid by Credit Card Flowchart	Sales Order One-Step Invoice Paid By Credit Card Flowchart
	Credit Card Processing FAQs	Sales Order/Invoice FAQs

Navigation

Select Sales Order Main menu > Invoice Data Entry.

Overview

Use S/O Invoice Data Entry to enter information necessary to bill customers for standard sales order items that are picked and shipped. All original order information recorded using Sales Order Entry can be retrieved by sales order number and displayed for verification before invoicing.

After entering data for a group of invoices, you can print and review the invoices and the Sales Journal before completing the update.

If the lot/serial distribution for the line item is entered in Sales Order Entry and Yes is selected when prompted to ship the order complete or you manually change the invoice quantity shipped from zero, then the lot/serial distribution information is copied to the invoice line item.

Note Shipping batches can be viewed and modified in this window, but they cannot be deleted. Also, invoices cannot be added to shipping batches using S/O Invoice Data Entry.

You can view the S/O Invoice Data Entry window in normal or expanded view. The expanded view allows you to view more entries on the Lines tab. The Change View button is available only if your screen resolution is set to 1024 x 768 or higher.

Fields

Invoice No. Batch	Shipper ID

1. Header Invoice Date Invoice Type Sales Order Number Customer No. Cust PO Order Status Ship Date Due Date Discount Date Warehouse Schedule/Exemption Job No. IT User ID IT User Name Sage CRM User Sage CRM Opportunity	Apply to Inv No. RMA No. Print Invoice Ship To Addr Terms Code Ship Via FOB Confirm To E-mail Fax No. Batch Fax Comment Salesperson Split Comm.

2. Address Customer No. Bill To (Bill To) Name (Bill To) Address (Bill To) ZIP Code (Bill To) City (Bill To) State (Bill To) Country	Ship To (Ship To) Name (Ship To) Address (Ship To) ZIP Code (Ship To) City (Ship To) State (Ship To) Country

3. Lines Grid Button Bar Quick Row Line Number Item Code Ordered Shipped Unit Price Extension Comment Description Warehouse Unit of Measure Back Ordered Cost Code Cost Type Price Level Tax Class Discountable Disc % Drop Ship Commissionable Subj to Exempt Cost Sales Account Cost Account Warranty Code	Expiration Date Customer Action Item Type Product Line Product Type Price Code Costing Distrib Required Extended Desc Component Alias Item Options Revision Vendor Number PO Number PO Required Date SO Number Customer PO No. Commodity Code Commodity Desc Alt Tax ID Tax Type Applied Net/Gross Debit/Credit Tax Amount Tax Rate

4. Totals Invoice Date Invoice Type Customer No. Salesperson Amount Subject to Discount Discount Rate Discount Amount Taxable Amount Nontaxable Amount Ship Zone Ship Weight Freight Amount	Number of COD Labels COD Cash Only Deposit Payment Type Check Number/Reference Number Deposit Available Deposit Amount Commission Rate Sales Tax Amount Invoice Total Net Invoice Retention Amount

5. Payment Payment ID Save Payment Type Card Type Account Type Primary Last Four Routing Bank Last Four Digits Expiration Month/Year Account / Cardholder Name Address ZIP Code City State Country E-mail Address Comment	Corporate ID/PO Transaction Type Pay Balance (Deposit Applied) Amount (Deposit Applied) Corp Sales Tax (Deposit Applied) Auth No. (Deposit Applied) Auth Date (Deposit Applied) Auth Time (Deposit Applied) Transaction ID (Balance/Payment) Amount (Balance/Payment) Corp Sales Tax (Balance/Payment) Auth No. (Balance/Payment) Auth Amount (Balance/Payment) Auth Date (Balance/Payment) Auth Time (Balance/Payment) Transaction ID Swipe Card Process in Batch