Invoices for payment (Russia)

Invoice for payment is an optional document containing payment details of the recipient (seller), for which the payer (buyer) transfers money for the purposes listed in the invoice for payment, such as work or services. This is a document that serves to pay for the purchased goods by the buyer or to transfer a prepayment (advance).

Before posting Invoice for payment in the Account payable and Account receivable modules it is necessary to set up the number sequences:

1. Click Accounts receivable > Setup > Accounts receivable parameters or Accounts payable > Setup > Accounts payable parameters

2. Click the Number sequences tab.

3. In the Number sequence code field, select the number sequence code for the invoice for payment (Reference field).

Post and print an invoice for payment from a sales order

Use the Posting invoice for payment page to post an invoice for payment.

1. Click Accounts receivable > Common > Orders > All sales orders.

2. Create a new sales order, and enter the required details.

3. Click the Sell tab on the action pane, and then click Invoice for payment.

4. In the Invoice for payment date field, select the date of the invoice for payment.

   Note

   By default, the current date is displayed.

5. Click the Lines tab, and then select the line that contains the item details, based on the value that is selected in the Quantity field.

6. Set the Posting option to Yes to post the invoice for payment.

   Note

   You can post and print an invoice for payment only for active bank accounts.

7. Set the Print invoice for payment option to Yes to print the invoice for payment after posting.

8. Set the Use print management destination option to Yes to print the invoice for payment using print management destinations. Set this option to No to use the default printer settings.

9. Set the Print in national currency option Yes to print the invoice for payment in national currency.

10. Click the Officials tab to validate and update default values, if needed.

    Note

    Use the Officials page to set up the default officials to be listed on the invoice for payment. For more information, see Set up officials.

11. Click OK to post the invoice for payment. You can view the details of the posted invoice in the Journal of invoices for payment page list.

Post and print an invoice for payment from a free text invoice

Use the Posting invoice for payment page to post an invoice for payment.

1. Click Accounts receivable > Common > Invoices > All free text invoices.

2. Create a new free text invoice, and enter the required details. For more information, see Create free text invoices.

3. On the action pane, click Post > Invoice for payment to open the Posting invoice for payment page.

   Note

   If the free text invoice has already been posted, the Invoice for payment option is not available.

4. In the Print field, select Current to print each invoice, or select After to print after all of the invoices have been posted.

5. Set the Print option to Yes to print the invoice for payment after posting.

6. Set the Print in national currency option Yes to print the invoice for payment in national currency.

7. Set the Use print management destination option to Yes to print the invoice for payment using print management destinations. Set this option to No to use the default printer settings.

8. Click the Officials tab to validate and update default values, if needed.

   Note

   Use the Officials page to set up the default officials to be listed on the invoice for payment. For more information, see Set up officials.

9. Click the Other tab. In the Comments field, enter a comment for the invoice for payment.

10. Click OK to post and print the invoice for payment.

    Note

    Click Accounts receivable > Common > Invoices > All free text invoices. On the action pane, click Related information > Invoice for payment to view the posted invoices for payment. Or, click Accounts receivable > Inquiries and reports > Invoices > Invoice for payment. You can also use the Journal of invoice for payment page list to print the invoice for payment.

Post and print an invoice for payment from a purchase order

Use the Posting invoice for payment page to post a purchase invoice for payment.

1. Click Accounts payable > Common > Purchase orders > All purchase orders.

2. Create a new purchase order, and enter the required details.

3. On the action pane, click the Purchase tab, and then click Invoice for payment.

4. In the Invoice for payment date field, on the Posting invoice for payment page, enter the date of the invoice for payment and in the Invoice for payment field enter the number of the invoice for payment that you received from the vendor. By default, the current date is displayed.

5. Click the Lines tab, and then select the line that contains the item details, based on the value that is selected in the Quantity field.

6. Set the Posting option to Yes to post the invoice for payment.

   Note

   You can post and print an invoice for payment only for active bank accounts.

7. Set the Print invoice for payment option to Yes to print the invoice for payment after posting.

8. Click OK to post the invoice for payment. You can view the details of the posted invoice in the Journal of invoices for payment list page (on the Purchase action pane click Journals > Invoice for payment).