Sales Invoice

Sales | Sales Quotation | Sales Order | Delivery Receipt | Sales Invoice Aids

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.

Requirements before using Sales Invoice

• The user should setup the following Maintenance Module in order to proceed on using the Sales Invoice
  1. Customer
• For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
  1. Customer Aids

• The customer should have a Sales Order and Delivery Receipt Record in order to create a Sales Invoice. Instructions on how to create the following records can be found below:
  1. Sales Order Aids
  2. Delivery Receipt Aids

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