Order Invoicing/Credit Memo

This form generates invoices, credit memos, and reprinted invoices. Invoicing applies to orders entered through the Customer Orders form. Once an order has been shipped, you can invoice the customer for it. The order currency is used for the currency of the invoice created.

You must enter a ship transaction before invoicing an order. To see which order line items are ready to be invoiced, run the To Be Invoiced Report.

This report lists the kit, components, and quantity required for kit line items and releases, if the Print Kit Components on Customer Paperwork field is selected for the item on the Customer Order Lines form.

If a letter of credit (LCR) is required and none exists, a message displays informing you of the situation.

Note: This activity does not generate consolidated invoices or invoices for delivery orders. To print these types of invoices, use the Consolidated Invoicing activity.

Like other reports in the system, this report may be distributed based on document profiles that may have been created for the various recipients. On this form, if an exact customer/ship to match is found, the report will be distributed based on the settings for that specific ship to. If no exact customer/ship to match is found, the system will instead search for a ship to of zero (0) and use its distribution settings.

The Actions menu includes the option View Amounts, which generates a preview of the Order Invoicing/Credit Memo To Be Printed report. Use this menu option to view the total amount that will be processed when you click Process.