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Overview of invoices and credit notes

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Invoice Entries Invoices

Introduction

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:

  • record notes,
  • view and/or add attachments to the selected invoice or credit note,
  • view the debtor card of the customer,
  • view the sales order of the selected invoice or credit note,
  • change the invoice code of the selected invoice or credit note,
  • create multiple copies of invoice or credit note to other customers,
  • create duplicate copies of invoices based on processed invoices,
  • modify the information of the selected invoice or credit note, or
  • delete the selected invoices and/or credit notes.

What version are you using?

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.

How do I view the overview?

  1. In the Invoice / Entries / Invoices screen, define the relevant criteria.
  2. Click Search.

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Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 30.046.421
 Assortment:  Date: 01-04-2021
 Release:  Attachment:
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