Invoice ➔ Entries ➔ Invoices
You can create, edit, and delete sales invoices, credit notes, commission invoices and/or point-of-sales (POS) invoices. A sales invoice is created when a sales order has been completed. For more information, see Overview of sales orders. However, it is also possible to create an invoice before a sales order is completed or even without a sales order.
Meanwhile, a credit note (also known as a credit invoice) is created to correct a sales invoice that has been processed or when items from a sales invoice have been returned. A commission invoice is generated to allow the payment of commission to anyone who is entitled to it after completing a sales transaction, while a POS invoice is generated via E-POS.
This overview displays all sales invoices, credit notes, commission invoices, and/or POS invoices that have been created but not processed. From this overview, you can:
The information in this document is applicable to product update 390 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Click this to search for sales invoices, credit notes, commission invoices, and/or POS invoices based on the defined criteria.
Click this to clear the defined criteria.
Type the number of rows to be displayed for each page. If you have set the default number of rows to 10, then 10 rows will be displayed. Therefore, if you have more than 10 rows listed, the Previous and Next buttons become available.
Click this to return to the previous page.
Click this to go to the next page.
Select the warehouse to display invoices and/or credit notes belonging to the selected warehouse. Alternatively, you can select All to display invoices and/or credit notes belonging to any warehouse.
Note: This is available only if you have E-Warehouse Management in your license.
Type or select the selection code to display invoices and/or credit notes with the selected selection code.
This refers to our reference number. Type a full or partial your own reference number (internal reference number) to display invoices and/or credit notes that match the entered reference number.
Type or select a sales order number to display the invoices and/or credit notes of the selected sales order.
This refers to the transaction date. Type or select a transaction date or a date range in which the invoice and/or credit notes were created. Alternatively, you can select the All check box to display invoices and/or credit notes created on any date.
Note: Typing or selecting only the start date display invoices and/or credit notes that are created on and after the selected date. Typing or selecting only the end date will display invoices and/or credit notes that are created on and before the selected date.
Type a full or partial customer’s reference to display invoices and/or credit notes that match the entered reference.
Type or select the ID or name of the customer who will be receiving the invoices and/or credit notes.
Type or select the ID or name of the customer to display invoices and/or credit notes of sales order(s) placed by the selected customer.
Type a partial or full description to display invoices and/or credit notes that match the entered description.
In this section, select the type of invoice you want to display. You can select more than one option. The following options are available:
Click this to type a note or view the notes that are recorded for the selected invoice or credit note. For more information, see Creating and maintaining notes.
Note: This is enabled only if you have selected a line.
Click this to attach a new document or view the documents that are attached to the selected invoice or credit note. For more information, see Viewing attached documents.
Click this to view the selected debtor’s transactions. For more information, see Viewing debtor cards.
Click this to change the invoice code of the selected invoice or credit note. When the Invoice codes screen is displayed, type or select the invoice code to be changed to, and then click Save.
Click this to view the sales order that is linked to the selected invoice or credit note.
Note: This is only available if the invoice has been generated from E-Sales Order.
Click this to create a new credit note. For more information, see Creating credit notes based on invoices.
You can replicate invoices or credit notes with the same details for many debtors by selecting an existing invoice or credit note and then click Multiple. For more information, see Generating multiple invoices.
Click this to view the list of processed invoices from the invoice history. When the Invoice history screen is displayed, select the invoice you want to copy and then click Copy to copy the details in the invoice to a new invoice. For more information, see Copying invoices.
Click this to delete the selected invoice and/or credit note.
Note: This is enabled only if you have selected a line. To delete the EDI invoice, you will need to have function rights Delete invoices and To maintain EDI entry. Those with only functions rights Delete invoices will not be able to delete the EDI invoices, and when the Delete button is clicked, a warning message "No rights to delete the EDI invoice" will be displayed.
Click this to view and edit the selected invoice or credit note. For more information, see Creating and maintaining sales invoices or Creating and maintaining credit notes.
Click this to create an invoice. For more information, see Creating and maintaining sales invoices.
Click this to exit.