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Creating invoices in sales order, service order, and sales quotation conditions screen

Introduction

Introduction 

You can see the following screen by clicking Create invoice at the sales order conditions, service order conditions, and quotation conditions screen (go to Order ➔ Entries ➔ Sales orders, Service ➔ Entries ➔ Service orders, or CRM ➔ Entries ➔ Quotations, click Open or New, and then click Conditions).

Menu paths 

  • Order ➔ Entries ➔ Sales orders
  • Service ➔ Entries ➔ Service orders
  • CRM ➔ Entries ➔ Quotations 

Fields

Invoice code

Type or select the invoice code of the invoice to be generated. By default, the invoice code displayed is based on the Type selected for the sales invoice at System ➔ Logistics ➔ Invoice codes.

Person

Type or select the person that is in charge of the sales order. By default, the person displayed is based on the Person defined in the sales order, service order, or quotation header (in the Sales orders, Service orders, or Quotations screen).

Exclude VAT

Select this check box to issue invoices without VAT (with VAT code 0). By default, this check box is not selected.

Buttons

OK

Click this to generate the invoice for the selected payment condition. You can view the generated invoice at Invoice ➔ Entries ➔ Invoices. 

Cancel

Click this to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Support - On-line help
 Category:  Security  level: All - 0
 Sub category:  Document ID: 13.522.470
 Assortment:  Date: 26-09-2022
 Release:  Attachment:
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