Invoicing Sales Orders

Users can generate invoices for sales orders without item depletion. Once the invoice is generated, the order status changes to Invoiced.

When users invoice a sales order:

• Eatec accesses the invoice receipt template and migrates the required data. The receipt is printed in the PDF format and opens on the user’s default web browser.

• The inventory items linked to products selected in the Item List of sales orders are not depleted.

• A sale activity record is added to the products in the Item List of finalized sales orders.

• An invoice number is generated with respect to the sales order that is processed. This invoice creates an open ticket under Customer as Payment Due. This payment due must be closed by external payment reconciliation system through AR/GL export process.

The GL activity is recorded only for Finalized or Invoiced sales orders. All accounting activities must have their records in the GL activity table with references.

Click Sales ➜ Sales Orders.

Click on the preferred order (with the Definite status) from the Sales Orders List section to open the order and view the order details.

Click Invoice. The Invoice confirmation popup appears.

Click Confirm.