Sales Invoice
You create a sales invoice or sales order to record your agreement with a customer to sell certain products on certain delivery and payment terms.
...
You can negotiate with the customer by first creating a sales quote, which you can convert to a sales invoice when you agree on the sale.
To create a sales invoice
1. Choose the search icon, enter Sales Invoices, and then choose the related link.
...
10. When the sales invoice lines are completed, choose the Post action.
Copy Document
It is used to copy document lines and header information from another sales document to your current document. You can copy a posted sales invoice into a new sales invoice to quickly create a similar document.
To create Copy Document in Sales Invoice
1. On the Sales Invoice page, click on Prepare and Go to Copy Document.
...
2. Proceed to fill the necessary fields of the Sales Document you want to copy.
3. Click on OK.
Customer
Customers are the source of your income. Customer cards hold the information that is required to sell products to the customer.
To create a new customer card
1. Choose the search icon, enter Customers, and then choose the related link.
2. On the Customers page, click on the New action.
If only one customer template exists, then a new customer card opens with some fields filled with information from the template.
If more than one customer template exists, then a page opens from which you can select a customer template. In that case, follow the next two steps.
3. On the Select a template for a new customer page, choose the template that you want to use for the new customer card.
4. Choose the OK button. A new customer card opens with some fields filled with information from the template.
5. Proceed to fill or change fields on the customer card as necessary. Hover over a field to read a short description.
| Info |
|---|
If you want to copy a posted invoice, then on the field “Document Type” choose posted invoice, and fill or relevant fields. |
