Sales Invoices (Without Calculation Worksheet)
This chapter describes how to manually create and post a sales invoice for a service item without a calculation worksheet. To do so, please proceed as follows:
Note
You can also ship or invoice directly via the sales order. To do so, click on Actions > Posting > Other > Post... in an open sales order. Select whether you want to ship, invoice, or ship and invoice the order. Click OK to confirm your selection.
- Use the quick search (ALT+Q) to find the Sales Invoices page.
- To create a new sales invoice, click New in the menu bar.
- Select the customer for the sales invoice in the Customer Name field in the General FastTab.
- Select the order type for the sales invoice in the Order Type field in the General FastTab.
- Fill in the other fields in the General FastTab as needed.
- To add a service item to the sales invoice, click on Line > Functions > Add Service Item in the Lines FastTab.
- Complete the information according to the following table:
| Input field | Description |
|---|---|
| In Stock as | Select from the dropdown list which value you would like to filter by. |
| Manufacturer | Select the code of the manufacturer of the service item from the dropdown list. |
| Category | Select the category of the service item from the dropdown list. |
| Subcategory | Select the subcategory of the parent category from the dropdown-list. |
| Model | Use this field to enter the model of the service item. |
| Service Item No. | Use this field to enter the service item. If the service item has not been created in the system yet, then leave the field empty. After entering the remaining information you will be automatically forwarded to the item templates to create the item in the system. |
Note
If you enter the model name of the service item in the Model field, the Manufacturer, Category, and Subcategory fields are automatically filled in by the system. You can find more information about this in the Service Item Models section.
- Click on OK to add the service item in a new line.
- If needed, follow the instructions in the Adding Costs to Sales Documents and Adding Costs to Sales Documents to add costs or discounts to the sales invoice.
- Click on Home > Release in the menu bar to release the sales invoice.
- Click on Actions > Posting > Other >Post** in the menu bar to post the sales invoice.
- Confirm the dialog window with Yes. The sales invoice is posted.
- Confirm another dialog window with Yes, if you want to open the posted sales invoice.
You have successfully created and posted a sales invoice.