![]() ![]() CardĬlick Card to view the transaction card of the selected customer. MaintainĬlick Maintain to view or edit the details of the selected customer. Note: This is enabled only if you have selected a customer at Ordered by. Otherwise, the customer selected at Ordered by is displayed. By default, the debtor selected at Invoice debtor at the debtor maintenance of the customer who places the order (go to Finance ➔ Accounts receivable ➔ Maintain, select the relevant debtor, and then click Open, under the Logistics tab for the Simple mode, or under the Financial tab for the Advanced mode) is displayed. ![]() Type or select the ID or name of the customer who will be receiving the invoice. By default, this is pre-filled with the customer at Ordered by. Type or select the ID or name of the customer to deliver the invoice to. ![]() Note: This is enabled only if you have selected an invoice code at Invoice code. For more information on column settings, see Customizing columns for invoice or credit note lines. This applies to all legislations except the US and Canadian legislations. If the status of the selected customer is Blocked, a message will be displayed to inform the status of the customer. Click Yes to continue or click No to select another customer. If the status of the selected customer is Inactive and you have selected Ask user at Order debtor:Status in the columns settings, a message will be displayed asking whether you want to continue. Type or select the ID or name of the customer who has placed the order. This is disabled if you are maintaining a sales invoice. Note: Upon typing or selecting the invoice code, this is disabled and thus cannot be edited. For more information on how to create and maintain invoice codes, see Creating and maintaining invoice codes. The type of invoice with the selected invoice code will be shown in red text next to the box. The invoice code will determine the type of invoice that you are creating and differentiate it from other types of invoices. Type or select the invoice code for the sales invoice. From the list, select an option and click Select. Sales invoice headerĪ list of options appears if you click the Browse icon in the Ordered by, Person, and other fields. You may also modify an existing sales invoice using the same method if the fields or columns can be edited. If the fields or columns are still enabled once they are pre-filled, you may edit the information by typing or selecting different information. When you are creating a sales invoice, some of the columns are pre-filled with the information extracted from the debtor, item, or people maintenance. This document describes creating a sales invoice. This document consists of the following sections:
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