![]() The value in the Line Amount field updates accordingly. ![]() If you want to give a discount, enter a percentage in the Line Discount % field. The price and line amounts are with or without sales tax, depending on what you selected in the Prices Including Tax field on the customer card. The value in the Line Amount field is calculated as Unit Price × Quantity. Learn more at Set Up Item Units of Measure If the item is of the Service type, or the Type field contains Resource, then the quantity is a time unit, such as hours, as indicated in the Unit of Measure Code field on the line. In the Quantity field, enter how many units of the product, charge, or transaction the line should record for the customer. Write the comment in the Description field. field, select a record to post according to the value in the Type field. If you've set up recurring sales lines for the customer, such as a monthly replenishment order, you can reflect that in the order by choosing the Get Recurring Sales Lines action.On the Lines FastTab, in the Type field, select the type of product, charge, or transaction you'll post for the customer on the sales line. You're now ready to fill in the Lines FastTab with products you are selling to the customer or for any transaction with the customer you want to record in a general ledger (G/L) account. If you select Cash, then the payment is recorded in a specified balancing account. The payment is then recorded as soon as you post the sales invoice. If you allow the customer to pay immediately, for example, by cash or PayPal, then fill in the Payment Method Code field. Hover over a field to read a short description. Several fields on the sales invoice are now filled with information that you specified on the new customer card.įill in the remaining fields on the Sales Invoice page as necessary. When you've completed the customer card, choose Close to return to the Sales Invoice page.A new customer card displays the information on the selected customer template.On the Select a template for a new customer page, choose a template to base the new customer card on, then choose OK.In the dialog box about registering the new customer, choose Yes.In the Customer Name field, enter the name of the new customer.If, however, the customer is new and therefore not registered, follow these steps to populate standard customer information on the Sales Invoice page: In the Customer field, enter the name of an existing customer. To create a sales invoiceĬhoose the icon, enter Sales Invoices, then choose the related link. You can fill customer fields on the sales invoice in one of two ways, depending on whether the customer is already registered. The sales invoice process is the same for all three item types. Item cards can be of the Inventory, Service, or Non-Inventory type to specify if the item is a physical inventory unit, a labor time unit, or a physical unit not kept on inventory, respectively. Learn more at Registering Payments section. When the customer then pays the invoice, you can register that payment in different ways, depending on the size and preferred workflows of your organization. You can prefill the email body with a summary of the invoice and payment information, such as providing a link to PayPal. When you post the sales invoice, you can also email it as a PDF attachment. If the customer decides to buy, you post the sales invoice to create the related quantity and value entries. You can negotiate with the customer by first creating a sales quote, which you can convert to a sales invoice when you agree on the sale.Learn more at Make Sales Quotes. Learn more about how to use sales orders at Sell Products. In all other situations, sales orders and sales invoices work in the same way. Sell items your vendor delivers directly to your customer, known as drop shipment.Ship products after you post the corresponding sales invoices.Need to ship only part of an order quantity, for example, because the full quantity is not on hand.However, you must use a sales order instead of a sales invoice if you: You can usually create either a sales order or sales invoice to record your agreement with a customer to sell certain products on certain delivery and payment terms.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |