Window Details |
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How Do I... |
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Add a New Miscellaneous, Charge, or Comment Item Code On the Fly |
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Enter Sales Order/Invoice and A/R Cash Receipts/Invoice Credit Card Information |
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Apply Multiple Sales Orders to an Invoice |
Related Topics |
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Setting Up SO, AR, and eBM to Process Credit Card Transactions |
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Receiving Payment by Credit Card From Your Customers Flowchart |
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Select Sales Order Main menu > Invoice Data Entry.
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.
1. Header |
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2. Address |
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3. Lines |
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4. Totals |
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5. Payment |
(Deposit Applied) Corp Sales Tax (Deposit Applied) Transaction ID (Balance/Payment) Corp Sales Tax |