Manual:Accounts Receivable: Difference between revisions
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:::c. Verify Price | :::c. Verify Price | ||
Create an Invoice from an Existing Quote | ===Create an Invoice from an Existing Quote=== | ||
- Menu Location: AR / Invoice | :- '''Menu Location:''' AR / Invoice | ||
1. To Select an existing Quote, click | ::1. To Select an existing Quote, click Select Quote | ||
2. To select an existing Order, click | ::2. To select an existing Order, click Select Order | ||
:::* Information will auto-populate from existing Quote or Order and fields can be updated as necessary; OR enter invoice manually: | |||
a. Enter Date (typically the date of Sale) | ::::a. Enter Date (typically the date of Sale) | ||
b. Enter Customer Name (if Company name does not exist, click Add Record) | :::: b. Enter Customer Name (if Company name does not exist, click Add Record) | ||
c. Enter Person (optional) | ::::c. Enter Person (optional) | ||
d. Bill To and Ship To Addresses will automatically populate. If different, remove displayed address by clicking on – sign and then click on + sign to choose existing address from Address Table (or add new if needed) | ::::d. Bill To and Ship To Addresses will automatically populate. If different, remove displayed address by clicking on – sign and then click on + sign to choose existing address from Address Table (or add new if needed) | ||
e. Enter Customer’s PO number, if applicable | ::::e. Enter Customer’s PO number, if applicable | ||
f. Enter SalesPerson, if applicable | ::::f. Enter SalesPerson, if applicable | ||
g. Enter Code (usually P1 for Inventory Sales or S1 for Service) | ::::g. Enter Code (usually P1 for Inventory Sales or S1 for Service) | ||
h. Enter Quantity | ::::h. Enter Quantity | ||
i. Part Desc will auto-populates from the Inventory Table | ::::i. Part Desc will auto-populates from the Inventory Table | ||
j. Line Desc will auto-populate from the Inventory Table | ::::j. Line Desc will auto-populate from the Inventory Table | ||
k. Enter Unit of product being sold (i.e. each, case, bottle, etc.) | ::::k. Enter Unit of product being sold (i.e. each, case, bottle, etc.) | ||
l. Enter Price (Unit) you are charging customer | ::::l. Enter Price (Unit) you are charging customer | ||
m. Total Price will auto-calculate; Tab through fields | ::::m. Total Price will auto-calculate; Tab through fields | ||
n. If item is nontaxable, tab to and uncheck this box | ::::n. If item is nontaxable, tab to and uncheck this box | ||
o. Enter Comments pertaining to this invoice, if applicable | ::::o. Enter Comments pertaining to this invoice, if applicable | ||
p. Click Save | ::::p. Click Save | ||