Sales (Premier Edition) – Invoice

October 19th, 2011, Filed in User Manual - eStockCard v3 Premier

Invoice

Once inventories have been picked out, then the sales invoice can be issued out. Invoice can be generated using some of methods below:-

1) Auto Conversion Mode

a) Convert from Sales Order to Invoice.

i)        Open Sales Order module, click the desired Sales Order number, (“Search By” = Sales Order, and select the appropriate customer), and the details will be listed.

ii)    Click “Convert To” and there are three options available (Picking, Delivery Order and Invoice), choose “Invoice” (Fig1 )

Convert SO to Invoice

( Fig 1 )

b) Convert from Picking List to Invoice

i)     Open Picking List module, click the desired Picking List number, (“Search By” = Picking List, and select the appropriate customer), and the details will be listed.

ii)     Click “Convert To” and there are three options available (Packing, Delivery Order and Invoice), choose “Invoice”  (Fig 2 )

Invoice

(Fig 2 )

c)  Convert from Delivery to Invoice (provided that Delivery Order must be generated prior to Invoice)

i)    Open Delivery Order module, click the desired Delivery Order number, (“Search By” = Delivery Order, and select the appropriate customer), and the details will be listed.

ii)   Click “Convert To” and choose “Invoice”. (Fig 3 )

Manual Invoice

( Fig 3  )

2) Manual Mode

Please click “Invoice” from Sales Module right away and you will see with blank content.( Fig 4 )

Invoice

( Fig 4 )

Follow the following steps to enter data:-

Step 1 You can obtain some basic information via using filtering function by click “Search By” (Sales Order, Picking List, Delivery Order and Invoice) and choose appropriate customer from customer list.   System will automatically retrieve some common information.

Step 2 Click “Save” and system will generate and assign a unique Invoice number and the status of the invoice will be set to “Active”. User can amend the details later as long as the status is still active. ( Fig 5 )

Save Invoice

( Fig 5 )

Step 3 Click “Confirm” if no more amendment to be made. This is non reversible process. (Fig 6 )

Confirm Invoice

( Fig 6  )

Step 4 Print “Invoice”. Click “Print” ( Fig 7 )

Invoice Document

( Fig  7  )




Related posts:

  1. Sales (Premier Edition) – Packing
  2. Sales (Premier Edition) – Shipping
  3. Sales (Premier Edition) – Sales Return
  4. Sales (Premier Edition) – Cash Sales
  5. Sales (Premier Edition) – Receive Payment