An invoice can be issued at various points of time in the sales process. This task explains how to issue an invoice at the same time as when the goods are sold and shipped.
Open the Sales Invoice window.
Fill in the No. field.
In the Sell-to Customer No. field, enter the number of a customer.
Click the Posting Date field, and then enter a date. This date will appear on the posted entries.
Click the Document Date field, and then enter a date. The due date is calculated from this date, and it is also this date that will appear on the printed invoice.
On the first invoice line, in the Type field, select Item.
In the No. field, enter the number of the item to be sold.
In the Quantity field, enter the quantity of items to be sold.
If a customer is also recorded as a contact in the Relationship Management application area, and if you have specified an interaction template code for sales invoices in the Relationship Management Setup window, when you click Print to print the sales invoice, the program automatically records an interaction in the Interaction Log Entry table.
Viewing Additional Information about Sales Invoices
Viewing Sales Statistics