Working with Sales Invoices

Overview

The Sales Invoice is a legal document issued by you to your Customer indicating the quantities of products and services, their respective price(s) and the amount or balance owed to you. The Sales Invoice contains the payment terms agreed by you with the Customer stipulating by when (Due Date) the balance is due to be paid.

Prerequisites

Using salesorder.com the basics

Entering Line Items

Working with Transactional Documents

Working with Items

Entering and Editing

Creating a new Sales Invoice

See Creating new Transactions and Entering Line Items for the basic information.

Sales Invoice Key Facts

•	Sales Invoices are typically used when the Customer does not pay you at the point of sale (unlike a Cash Sale).

•	Issuing a Sales Invoice affects the associated Customer balance, usually by increasing it. This means you are owed money.

•	The Ref # is a unique identifier/number associated with the Document. See Working with Reference numbers (Ref #).

•	The format of the Printed Document (e.g. your company logo, colors etc.) and which columns are displayed in the Line Item table are configurable. See Working with Document Templates.

Related tasks and information

Configuring Transactional Documents

Entering Billing/Shipping addresses

Creating related Documents

Working with Payments from Customers (Money In)

Working with Customer Credit Notes

Working with Delivery Notes

Checking Stock Availability

Printing Documents

Working with Emails

Bulk Printing Invoices

Transaction Audit Trail

Working with Sales Opportunities

Working with Jobs

Working with Memos

Working with Classifications

Working with Price Levels

Working with Price Lists