Process sales invoices (SO505000)
In this window, you can perform a variety of processing actions on multiple sales invoices and notes. You can specify selection criteria to narrow the list of invoices and notes in the window. You can then process all the documents on the list or only the ones you select.
If you release the invoices and notes, the related inventory transactions will be also created. The prepared inventory documents will be released automatically if the Automatically release inventory documents option is selected in the Sales order preferences (SO101000) window; otherwise, you need to manually release these documents.
The window toolbar
- View document
- Click this to view the document selected in the table in the Customer invoices window that pops up.
- Process
- Applies the selected processing (based on the option you have specified in the Action field) to the selected documents.
- Process all
- Applies the selected processing to all documents.
The top part
Here, you can choose the date range and customer for which documents will displayed, as well as the operation the system performs if you click Process or Process all.
- Action
The processing operation the system performs when you click Process or Process all. Select one of the following options:
Release To release the selected documents.
Post invoice to inventory To update the availability data in the Inventory workspace in accordance with the selected documents.
Release from credit hold To release the documents from credit hold so they can be saved with the Balanced status.
Print invoice To print the selected invoices for sending them by postal mail. The document selected for processing will be printed only if the following conditions are met: For more details, see: About mailings for customers.
- This document has not been printed before (the Printed check box is cleared in the Customer invoices (SO303000) window)
- The customer account has the Print invoices check box selected
- The Credit hold check box is not selected for this document
Poll invoice status
Email invoice To email the selected invoices. The document selected for processing will be emailed only if the following conditions are met:
- This document has not been e-mailed before (the Emailed check box is cleared in the Customer invoices (SO303000) window)
- The customer account has the Send invoices by email check box selected
- The Credit hold check box is not selected for this document
For more details, see: About mailings for customers.
- Customer
- The customer (by its ID) for which you want to display documents.
- Start date
- The start date of the date range for which you want to display documents.
- End date
- The end date of the date range for which you want to display documents.
The table
This table displays the sales invoices that meet the selection criteria you have specified. You can process all documents or only those you select.
- View document
- Navigates to the Customer invoices (SO303000) window so that you can view all the details of the selected document.
- Type
The type of document, which can be one of the following options:
- Invoice For a document used to invoice a customer for goods shipped
- Credit note For a document used to credit a customer for returned goods
- Debit note For a document used to correct undercharging invoices
- Cash sale
- Credit return
- Reference no.
- The reference number of the document.
- Customer
- The customer that ordered goods or services.
- Customer name
- The name of the customer that ordered goods or services.
- Location
(This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)
The customer location from which the goods or services were ordered.
- Location name
(This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)
The name of the location from which the goods or services were ordered.
- Customer order
- The reference number of the document as assigned by the customer.
- Status
- The status of the document, which is assigned automatically.
- Date
- The date of the document.
- Post period
- The financial period to post the transactions generated by the document.
- Amount
- The amount of the document.
- Currency
- The currency of the document.
- Invoice text
- The description provided for the document.
- Terms
- The payment terms used in relations with the customer.
- (This column is only available when you select the Email invoice action.) The email address to which the invoice will be sent.