S/O Invoice Data Entry Home | FAQs & Troubleshooting

 

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