Invoice Sales Activities

An invoice can be created at various stages in the sales process. The invoicing features allow you to invoice cash sales, use quotes and orders as preliminary drafts for invoices, and use alternative shipping and invoicing methods.

Direct invoicing is the issuance of an invoice at the same time that the goods are sold and shipped, without prior issuance of a quote or an order. You can also invoice sales orders.

There are many optional features that you can use in sales invoicing. For example, you can invoice for the use of resources, you can use line discounts and alternative sales prices, and you can track lot or serial numbers for the items on the invoice.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Create an invoice at the same time as the goods are sold and shipped.

How to: Create Sales Invoices

Learn about VAT functionality, including how VAT amounts are displayed in sales and purchase documents, how to adjust VAT amounts in documents, and how to calculate VAT in journals.

How to: Record VAT

Use intercompany documents to reduce data entry.

How to: Fill In and Send Intercompany Sales Documents and Purchase Documents

Include a resource on a sales invoice to track costs and prices related to the resource, and to track the specific work types and jobs linked to the resource.

How to: Use Resource Prices in Sales Transactions

Copy item tracking lines from a shipment.

How to: Handle Item Tracking Lines with the Get Lines Function

Look up alternative sales line discounts from a sales invoice line.

How to: Get Sales Line Discounts

Look up alternative sales prices from a sales line.

How to: Get Sales Prices

Enter item charges on a sales document, such as freight, handling or insurance.

How to: Enter Item Charges on Sales Documents

Select from existing serial or lot numbers or create new serial or lot numbers for items on sales invoice lines.

How to: Assign Serial Numbers and Lot Numbers During Outbound Transactions

Assign a reason code to a sales invoice to indicate why the document was created.

How to: Use Reason Codes on Sales Documents and Purchase Documents

Apply an invoice discount to a sales invoice in a foreign currency.

How to: Invoice with Sales Invoice Discounts in Foreign Currencies

Apply an invoice discount to a sales invoice in LCY.

How to: Invoice with Sales Invoice Discounts in LCY

Send a document approval request to the user who is set up to approve your documents.

How to: Request Approval of Documents

Create a sales invoice from a sales order.

Posting Sales Orders

Post an invoice for a partial shipment.

How to: Post Partial Sales Invoices

Post multiple sales orders, invoices, or credit memos at one time.

How to: Batch Post Sales Orders, Invoices, and Credit Memos

Change posted VAT entries.

How to: Correct VAT

Issue a credit memo to cancel incorrect sales invoice lines.

How to: Correct Sales Invoices with Credit Memos

See Also

Tasks

How to: Change Exchange Rates When You Post
How to: Enter Dimension Values on Entries
How to: Correct Dimension Value Codes on Ledger Entries
How to: Correct Dimension Value Codes on Item Ledger Entries for Sales
How to: Invoice Service Contracts

Other Resources

Process Sales
Work with Data