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Overview
Overview
The Customer Invoices module is used to create and manage invoices that update both accounting records. In this tutorial, you will learn how to manage customer invoices within the system. The guide covers essential tasks such as creating new invoices, adding customer and item details, and assigning sales representatives. It also includes instructions for outputting invoices individually or in batches, updating invoice statuses, and making edits to completed invoices. Additionally, you’ll learn how to view invoices in the ledger and understand common read-only issues.
Navigation: Main Menu > Workflow > Customer Invoices.
Table of Contents
How to Create a Customer Invoice
How to Create a Customer Invoice
Select the New (button) on the grid view or from an opened Customer Invoice.
Select a Customer and then select a Contact.
Note: If only one Contact is linked to the Customer, it will automatically be selected.
Select a Sales Representative.
Note: By default, the Sales Representative linked to the Customer will be selected. However you are able to select a different Sales Representative.
Add Items to the Customer Invoice by selecting the Item Lookup (bar) above the item view grid, searching for the desired item, and then selecting Add (button).
How to Output Customer Invoices
How to Output Customer Invoices
Open the Customer Invoices.
Click on Actions (button) > Output > Select Preview / Print / Email > Select the Output Template (if applicable).
Batch Output
Batch Output
Click View (button) to view Customer Invoices.
Multi-select (Ctrl + A) record/s to select.
Click on the Output (button) > Email / Print / Preview> Select the Output Template (if applicable).
How to Batch Update Customer Invoices
How to Batch Update Customer Invoices
In the list view, select Action (button) > Batch Update
Note: An Update (field) will appear below the Set Date input.
Left-click or multi-select (Ctrl + A) on a record/s to select desired Customer Invoices.
In the Update (field), select the desired Field and Status to be updated.
Select the Update (button) > Click Yes.
How to Open a Customer Invoice in the Ledger
How to Open a Customer Invoice in the Ledger
Open a Customer Invoice, select Menu (button) > Open Transaction in Ledger.
How to Edit a Completed and Reconciled Customer Invoice
How to Edit a Completed and Reconciled Customer Invoice
Open the Customer Invoice > Select Menu (button) > Open Transaction in Ledger
Select Status (button) > Pending.
If records are allocated to the Customer Invoice, select Clear (button) located above the bottom left grid to clear any allocated amounts.
Select Menu (button) > Open Transaction in Module.
Make the necessary edits > Reallocate records (if applicable) > Reset the Status.
ℹ️ There are various reasons why a Customer Invoice could be read-only. Click on the Information ( 'i' icon) for more information.
Related Topics
Related Topics
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