Add a normal invoice from a sales order

Add an invoice from a sales order when:

• The sales order covers services or other items that you do not ship.

• You want to bill a portion of the order before it ships.

  You cannot invoice a sales order that contains obsolete parts. The error message “Part is obsolete” is displayed when you try to save an invoice for a sales order with obsolete parts.

To add a normal invoice from a sales order

1. Open the Customer Invoices & Credit Memo (ARINV) page.

   1. Select Financial Management > Financial Transactions > Accounts Receivable > Customer Invoices & Credit Memo.

      Or

   2. Search for ARINV or Customer Invoices & Credit Memo in the Navigation box and then select Customer Invoices & Credit Memo.

      Customer Invoices & Credit Memo (ARINV) page appears.

2. On the Toolbar, click Copy.

3. Select Normal Invoice > Sales Order. The Copying Sales Order window appears.

4. Select the required sales order and click Next.

   If you know the sales order number or the item number, select the blank row and type the number at the beginning of the table. If the system finds a match, the number gets filtered and displayed.

5. Select the items to include in the invoice:

   1. Select the items you want to invoice from the sales order.

   2. Click Select.

6. Review the invoice date, payment terms, and other settings and make any necessary changes.

   : The Unit of Measure (U/M) for invoices created from sales orders will default to the Unit of Measure (U/M) used in the copied sales order.

7. For handwritten invoices:

   1. Select the Hand Written Invoice check box.

   2. If necessary, in the Invoice Number field, type the invoice number.

8. If the Apply Prepayments is not disabled, the customer has prepaid some or all of the sales order. To apply the prepayments:

   1. Click Apply Prepayments.

   2. Review the prepayments.

   3. In the Apply Now column for each prepayment, type the amount to apply to this invoice.

   4. On the Toolbar, click Save to apply the prepayments.

      Made2Manage applies the prepayment and changes its status to partially paid or fully paid, as appropriate.

9. On the Toolbar, click Save to save the invoice.