Delivered orders become draft invoices

What moves

A delivered or dispatched order drafts a customer invoice, a completed return drafts a credit note, and payment or voiding flows back to the order.

Before you start

• Sales Orders and Accounting in your plan
• Tax definitions in accounting
• The order's customer in the party register
• The order has a customer from the customer register
• Accounting's order-invoicing step switched on (it is by default)

Step by step

1. Warehouse userSales Orders & Fulfilment

   Marks the order delivered or dispatched, as your setting chooses.

   You see:The order records the delivery.

2. SystemAccounting & E-Invoicing

   Drafts an invoice with the order's lines, prices and taxes for the customer, creating the customer record if it is new.

   You see:A draft invoice appears in Receivables. A repeat message draws nothing twice.

3. Accounts receivable clerkAccounting & E-Invoicing

   Checks the draft and presses Send.

   You see:The invoice is booked to the ledger and the order is told it is invoiced.

4. Accounts receivable clerkAccounting & E-Invoicing

   Records the customer's payment.

   You see:The order moves to Paid and a sales rep's commission can be earned.

5. SystemAccounting & E-Invoicing

   Drafts a credit note line for line when the order's return is completed.

   You see:A person applies the credit note.

Related

• Accounting & E-Invoicing
• Sales Orders & Fulfilment
• Discuss a journal entry with colleagues
• Discussion and follow-ups on bills, invoices and journal entries
• Exam fees become tax invoices
• A company goes live and everyone sees the new mode
• A credit hold stops a sale before it ships
• Connections between modules