10.04. Customer Invoices

The customer invoice certifies selling product or services to a customer. A customer invoice can be generated based on a sales order or entered manually without any associated order and shipment.

The customer invoice is made of two parts: master and details. The master contains information used to identify the document: Document No., Date, Customer, Organization, etc. The details contain the list of invoiced products. Each line in the document details contains a product and product related information such as: quantity, price, etc.

A customer invoice can be obtained:

• manually:

  • using the New record button in the Invoice (Customer) window. Details in Invoice (Customer) window;

  • using the Generate Invoices window based on sales orders. Details in Operating Invoices;

• automatically:

  • when processing the sales order, depending on the order type used. Details in Order Types;

  • using the Generate Invoices process based on sales orders. Details in Operating Invoices;

Invoice lines can be obtained automatically using the Copy Details process in the Invoice (Customer) window, based on another invoice.