User Manual 2.2/Invoice (Customer)

Invoice (customer) window

Definition

Invoices (Customers) are itemized statements or written accounts of goods sold. They indicate the quantity and price of each piece of merchandise shipped. It is the process of checking the expected invoice versus the one received by the supplier. Some companies have a process where the provider automatically invoices the customer.

Tabs

• Invoice: Describes and creates a vender invoice, including rules and price lists.
• Invoice Line: If no invoice exists, this tab creates an invoice manually
• Tax: Amount is filled in automatically, it is defined during a relevant section
• Offers and Debt Payment: Discussed during Sales Management and Receivables and Payables.

Process Information

The Invoice (Customer) window allows the user to see and generate client invoices. Invoices can also be generated from the sales order or from shipments.

• Invoices can also be generated manually by inserting the corresponding lines.
• Discounts are invoice lines associated to a product.
• When a line of invoice is introduced, if a product or business partner corresponding to an invoice has an associate offer that is active in the date of the invoice, a document is generated in the invoice tab and amounts are recalculated.