Maintaining Sales/Invoices

There are certain two ways to make sales invoice, either you can make sales invoice from the sales order or by converting quotation into sales invoice, First if you make sales invoice from sales order, click on the “Task” from the menu bar and select the option of “Sales/Invoicing” from drop down menu like below

After clicking on sales/invoice the following window will appear..

In that window you can see that, there is only one tab is active that is “Apply to sales”, you have to select the customer ID to whom you want to make sales invoice,as you select the customer Id the first tab “Apply to sales order” will activated as shown below

In this window you can see that there is option in front of “Apply to sales order”, in this option you will have to select the number by clicking on down arrow button like below

By clicking on that the following screen will appear

In this screen you will only have to give the number of units which you want to ship and give the invoice number,that invoice number can be same as your sales order number..After that click on “save” button and your invoice will be saved..You can see your saved invoice by clicking on the “OPEN” button from upper menu bar..By clicking on open button the following screen will appear

This is the invoice which you have saved..

Converting of Quotation into Sales/Invoice

To convert the quotation into sales/invoice,click on “task” selct from menu bar and select the option of “Quotation/sales order” and from side menu select the option of “Quotes” like below

                                       

After clicking on Quotes button the following screen will appear..

In this window select “Customer ID”After that date of quotation will be selected and enter the date of “Good Thru” which tells us when the quotation will expire..and after that a “Quote No”, this is used to give different numbers to your different customers..

In the “Customer Po”,you will write the purchase order number of your customer.and in “Ship Via” you will select the delivery method..and the “Sales Rep” field is to enter  the sales representative ID..

There are few columns below Quantity,Item,Description,Unit price,Tax,Amount  and Job..

In the “Quantity” column  you will enter the quatity of items for quotation,and in “Item” column there wil be a lookup button from where you will choose your item..In “Description”column,if you wrote any descrition in maintaining inventory then it will automatically written,if not then you can write there..In the “Unit Price” column you will select any price level which you will choose in maintaining inventory items..Amount will be automatically calculated..you can also enter the freight amount in
“Freight” field..

After doing all the things click on the”Save” button to save the quotation..

After that click on “open” button to see the saved quotation,when you click on open button the following screen will appear

                                     

Now double click on the saved quotation and after that click on “CONVERT” button from upper menu bar,then following window will appear

Now dot the sales/invoice option and click on ”OK” to covert the quotation into in sales invoice..After clicking on ok your quotation will successfully converted into Sales/Invoice..