Discussion

Difference between revisions of "Sales Invoice"

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<div style="text-align: center;">
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[[Sales]] | [[Sales Quotation]] | [[Sales Order]] | [[Delivery Receipt]] | [[Sales Invoice]]
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</div>
 
==Sales Invoice==
 
==Sales Invoice==
 
This module allows the user to keep track the status of the transactions of a customer if it is Unpaid, Partial Payment, Paid or Cancelled.
 
This module allows the user to keep track the status of the transactions of a customer if it is Unpaid, Partial Payment, Paid or Cancelled.
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*Item Details cannot be edited on the Sales Invoice.
 
*Item Details cannot be edited on the Sales Invoice.
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**Item Details can only be edited when reverting back the Delivery Receipt status to "PREPARED"
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**Item Details can only be edited when reverting back the [[Delivery Receipt]] status to '''PREPARED'''
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**Any updates done in the Delivery Receipt will be carry over when tagging it to Sales Invoice.
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**Any updates done in the [[Delivery Receipt]] will be carry over when tagging it to Sales Invoice.
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* For detailed steps on how to create a Sales Invoice, you can visit the Sales Invoice Job Aids which can be found [[Sales Invoice Aids|here]]
  
 
=====Editing Sales Invoice=====
 
=====Editing Sales Invoice=====
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*Item Details cannot be edited on the Sales Invoice.
 
*Item Details cannot be edited on the Sales Invoice.
−
**Item Details can only be edited when reverting back the Delivery Receipt status to "PREPARED"
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**Item Details can only be edited when reverting back the [[Delivery Receipt]] status to "PREPARED"
−
**Any updates done in the Delivery Receipt will be carry over when tagging it to Sales Invoice.
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**Any updates done in the [[Delivery Receipt]] will be carry over when tagging it to Sales Invoice.
 +
* For detailed steps on how to edit a Sales Invoice, you can visit the Sales Invoice Job Aids which can be found [[Sales Invoice Aids|here]]
  
 
=====Sales Invoice Options=====
 
=====Sales Invoice Options=====
 
[[File:Sales Invoice Options.png|center|thumb|Sales Invoice Options]]
 
[[File:Sales Invoice Options.png|center|thumb|Sales Invoice Options]]
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* For detailed steps on how to export a Sales Invoice, you can visit the Sales Invoice Job Aids which can be found [[Sales Invoice Aids|here]]
  
 
=====Sales Invoice Record Options=====
 
=====Sales Invoice Record Options=====
 
[[File:Sales Invoice Record Options.png|center|thumb|Sales Invoice Record Options]]Notes:
 
[[File:Sales Invoice Record Options.png|center|thumb|Sales Invoice Record Options]]Notes:
  
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*The user can only delete the Sales Invoice record if it is on "UNPAID" status.
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*The user can only delete the Sales Invoice record if it is on '''UNPAID''' status.
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*Cancelling the Sales Invoice Record can revert the status of Delivery Receipt to PREPARED.
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*Cancelling the Sales Invoice Record can revert the status of Delivery Receipt to '''PREPARED'''.
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*Records that has "PAID" status can only be reverted to UNPAID if the Receipt Voucher entry has been cancelled.
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*Records that has '''PAID''' status can only be reverted to UNPAID if the [[Receipt Voucher]] entry has been cancelled.
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*For detailed steps on how to View, Edit, Print and Export a Sales Invoice, you can visit the Sales Invoice Job Aids which can be found [[Sales Invoice Aids|here]]
  
 
=====Sales Invoice View Record=====
 
=====Sales Invoice View Record=====
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*The user can edit the details of the record while viewing it
 
*The user can edit the details of the record while viewing it
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Sales
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|[[Sales]]<nowiki> | </nowiki>[[Sales Quotation]]<nowiki> | </nowiki>[[Sales Order]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Financials
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|[[Accounts Receivable]]<nowiki> | </nowiki>[[Receipt Voucher]]
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|-
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|Maintenance
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|[[Customer]]<nowiki> | </nowiki>[[Item Master]]<nowiki> | </nowiki>[[Tax]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Sales Aids
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|[[Sales Quotation Aids]]<nowiki> | </nowiki>[[Sales Order Aids]]<nowiki> | </nowiki>[[Delivery Receipt]]<nowiki> | </nowiki>[[Sales Invoice]]
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|-
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|Financials
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|[[Accounts Receivable Aids]]<nowiki> | </nowiki>[[Receipt Voucher Aids]]
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|-
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|Maintenance Aids
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|[[Customer Aids]]<nowiki> | </nowiki>[[Item Master Aids]]<nowiki> | </nowiki>[[Tax Aids]]
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|-
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|Others
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|[[Sales Process]]
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|}<br />

Revision as of 12:28, 14 January 2021

Sales Invoice

This module allows the user to keep track the status of the transactions of a customer if it is Unpaid, Partial Payment, Paid or Cancelled.

Sales Invoice Record List
File:Sales Invoice Record List.png
Sales Invoice Record List
Adding Sales Invoice
File:Adding Sales InvoiceV2.png
Adding Sales Invoice
  • Adding Sales Invoice Information
Field Description Expected
1.Invoice Date •Date when the transaction has been invoiced. •Date
2.Reference •Reference number of the Invoice Transaction •Text
3.Due Date •Due date of the Sales Invoice •Date
4.Notes •Other Remarks for the transaction •Text

Notes:

  • Item Details cannot be edited on the Sales Invoice.
    • Item Details can only be edited when reverting back the Delivery Receipt status to PREPARED
    • Any updates done in the Delivery Receipt will be carry over when tagging it to Sales Invoice.
  • For detailed steps on how to create a Sales Invoice, you can visit the Sales Invoice Job Aids which can be found here
Editing Sales Invoice
File:Editing Sales InvoiceV2.png
Editing Sales Invoice
  • Editing Sales Invoice Information
Field Description Expected Values
1.Invoice Date •Date when the transaction has been invoiced. •Date
2.Reference •Reference number of the Invoice Transaction •Text
3.Due Date •Due date of the Sales Invoice •Date
4.Notes •Other Remarks for the transaction •Text

Notes:

  • Item Details cannot be edited on the Sales Invoice.
    • Item Details can only be edited when reverting back the Delivery Receipt status to "PREPARED"
    • Any updates done in the Delivery Receipt will be carry over when tagging it to Sales Invoice.
  • For detailed steps on how to edit a Sales Invoice, you can visit the Sales Invoice Job Aids which can be found here
Sales Invoice Options
File:Sales Invoice Options.png
Sales Invoice Options
  • For detailed steps on how to export a Sales Invoice, you can visit the Sales Invoice Job Aids which can be found here
Sales Invoice Record Options
File:Sales Invoice Record Options.png
Sales Invoice Record Options

Notes:

  • The user can only delete the Sales Invoice record if it is on UNPAID status.
  • Cancelling the Sales Invoice Record can revert the status of Delivery Receipt to PREPARED.
  • Records that has PAID status can only be reverted to UNPAID if the Receipt Voucher entry has been cancelled.
  • For detailed steps on how to View, Edit, Print and Export a Sales Invoice, you can visit the Sales Invoice Job Aids which can be found here
Sales Invoice View Record
File:Sales Invoice View Record.png
Sales Invoice View Record


Notes:

  • The user can edit the details of the record while viewing it
Categories:
Modules
Sales Sales | Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice
Financials Accounts Receivable | Receipt Voucher
Maintenance Customer | Item Master | Tax
Job Aid Modules
Sales Aids Sales Quotation Aids | Sales Order Aids | Delivery Receipt | Sales Invoice
Financials Accounts Receivable Aids | Receipt Voucher Aids
Maintenance Aids Customer Aids | Item Master Aids | Tax Aids
Others Sales Process


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