Print Customer Invoice
Explanation
This activity is used to confirm printouts of both general customer invoices and
credit notes. This is done by right-clicking and then clicking Print Invoice.
Additionally, from the Customer Order window, you
can print the invoice online. You cannot modify the customer invoice after the invoice is printed. Any
information about the advance payments and other order invoices will be printed
only if the Print Advance Payments Information check box is selected.
Note that a work copy of the invoice may also be printed. Please refer to
activity Modify Customer Order Invoice. To send a customer invoice via EDI or
MHS, refer to activity Send Customer Invoice.
Prerequisites
- The customer invoice must have been created.
- The Method Default check box pertaining to the INVOIC message type
on the
Customer/Message Setup tab must not be selected.
-
If a certain number of invoice copies should be printed, the number must
either have been specified for the customer group that the customer belongs
to in the Customer Groups window, or
specifically for the customer in the
Customer/Invoice tab.
-
If the delivery address connected to
the invoice line is enabled for customer tax withholding, the invoice line should be
connected to an income type and withholding tax code(s).
-
If information regarding advance payments and other order
invoices needs to be shown on the printout, the Print Advance Payments
Information on Customer Invoice check box must be selected on the
Company window in Invoice/General.
System Effects
- The customer invoice is placed in the Report Archive and is ready to be
printed.
- Various postings are created. For more detailed posting information, see
the document Financial Events and their Bookings.
- If the delivery address
connected to invoice line is enabled for customer tax withholding and
invoice line is not connected to an income type or a withholding tax
code, status of the invoice will remain as Preliminary even after
printing the invoice.
- It will become possible to view the postings of the invoice from the
Customer Invoice Postings Analysis window.
- Note that when printing credit or corrective invoices, even if you had
changed the current date or payment term information, installments will be
created, calculated and posted according to information on the reference
customer debit invoice.
- Any errors in invoice postings can be viewed from the
Customer Invoices with Errors window.
- If the delivery address connected to invoice line is enabled for
customer tax withholding, and invoice line is not connected to an income type or a withholding tax code, status of the invoice will remain as
Preliminary even after printing the invoice.
- If the Set Invoice Date to Current Date When Printing Outgoing
Invoices check box on the Company/Invoice/General tab
had been selected, the invoice date will be set to the date (i.e., system
date) on which the invoice is printed as an instant invoice.
If different rates have been defined for the relevant periods, and if the
invoice is not a correction invoice, changing this date would result in
changes in currency and tax currency rates. If the invoice date and payment
term base date are the same, any updates or changes to the invoice date will
also update the payment term base date.
- If the Print Advance Payments Information option on customer invoice has
been enabled, information regarding advance payments and other order
invoices will be shown on the printout. However, this only concerns the
actual printout, and the calculation of the amount to be paid is still
carried out with regard to the advance payments and other order invoices
that are related to the current invoice.
- It will no longer be possible to modify the customer invoice.
Window
Print Customer
Invoices
Customer Invoice
Related Window Descriptions
Print Customer Invoices
Customer Invoice
Procedure
From the Print Customer Invoices window:
- Search for the current customer order by using the Populate or Query
functions.
- Mark the customer order(s) for which you want to print a customer invoice,
right-click and click Print Invoice.
- A message box is displayed. Confirm the printing by clicking OK. The printout is placed in the Report Archive and is ready to be
printed.
From the
Customer Invoice window:
- Populate or query for the invoice in question.
- Right-click in the upper part of the window and then click Print Invoice.
- A message box is displayed. Confirm the printing by clicking OK.
The printout is placed in the Report Archive and is ready to be printed.
To review the postings created:
- From the
Customer Invoice window, select the invoice you
want to review.
- Right-click on the header and click Query Customer Invoice
Postings.
- View the information in the
Customer Invoice Postings Analysis
window .