How to Invoice a Document

Modified on Wed, 30 Jul at 5:03 PM

1. Click "Invoicing"

2. Search for and Select the Document you wish to Invoice

3. Click "Invoice" from the top toolbar

4. It will ask if you are sure you want to close/invoice the document - Yes will continue the invoicing process - Cancel will take you back to the document and cancel the invoicing process

5. Once it has complete you will get a successfully invoiced message and you will click ok

Additional Scenarios you may see pop up during the Invoice process

1. If the Bill To customer on the document requires a Customer PO number associated with it you will get a message displaying the PO an asking if it is correct - Yes will continue with the invoicing process - Cancel will take you back to the document and cancel the invoicing process

2. If there is not a salesman on the document header you will get a pop up notifying you and asking if you wish to continue with the invoice process - Yes will continue with the invoicing process - Cancel will take you back to the document and cancel the invoicing process

3. If the Company is set to allow the user to select the Invoice Date for the document the pop up to select the date and then click OK to continue

4. This pop up will appear if the department has additional misc. charges setup - Yes will continue

with the invoicing process - Cancel will take you back to the document and cancel the invoicing process

5. If the AR Terms are set to a COD type of term you will get this pop notifying it is a COD/Cash document and to remember to collect payment - Yes will continue with the invoicing process - Cancel will take you back to the document and cancel the invoicing process

6. If the document is set with a COD/Cash type of AR Term and the Department is setup to post the AR side when the Document is Invoiced you will get this notification asking to apply the payment - Yes will post the GL transaction of applying a payment against this document - Cancel will not apply payment/post a GL transaction against the invoice but the invoice process has been completed for the document

7. If the user has the Invoice Print Options set to Print Invoice After Close you will get this pop up asking to print the document - Yes will bring up the document preview screen - Cancel will not bring up the document preview and will take you back to the invoiced document