Enter General Invoice Information
Explanation
This activity is used to enter general customer and
reference information connected to a customer invoice. The system retrieves data from the
customer to be invoiced when the customer is entered in the customer field. The default
data, such as invoice currency and payment terms, can be changed. You can also
specify the invoice as an advance invoice.
Prerequisites
The customer must be entered in the system before invoicing can take place.
System Effects
As a result of this entry, the customer invoicing process can continue.
Window
Manual Customer Invoice
Related Window Descriptions
Customer Invoice
Procedure
To enter general customer invoice information:
- Open the
Manual Customer Invoice window. The Vou. Date, Period,
User Group, and Vou. Type fields are filled in
automatically. Todays date is the
default voucher date. Any field value, excluding the period, can be changed.
- Create a new record. The invoice type and invoice series in the Invoice Identity
field are filled
in automatically. The voucher date is shown in the Invoice Date and Delivery
Date fields.
- Enter, or select from the List of Values, the customer number in the Customer field. The customers
general (i.e. not address specific) name and
other details automatically appear as defaults.
The language is retrieved from the
customer. These
values can be changed as appropriate.
- Enter
the invoice number in the
Invoice
Identity field.
- Modify the Delivery Address
ID, if the tax liability of the the default delivery address ID is not
applicable to the entered invoice. Note that a delivery address ID for a one time customer can only be entered
in the
One-Time Specific Information dialog box.
- Enter the invoice reference number in the Payment Reference
field.
- If the customer is
a regular customer, enter values in the Payment Method and Payment
Address fields to specify the way the invoice should be paid. The
information entered will be automatically copied to all installments.
The same information for one-time customers can only
be entered in the
One-Time Specific Information dialog box.
Note: If the electronic payment Address
ID is blocked, it will not be displayed in the List of Values. Furthermore,
if you have manually entered a blocked electronic payment Address ID the
system will authenticate the Address ID when saving the invoice.
- If the invoice is to be associated with a project,
enter a value in the Project ID field or select one from the List of
Values. This will result in a project-specific invoice.
- Select the Advance Invoice check box if the invoice is an advance
invoice.
- Continue by entering lines in the
Lines tab.