Creating a new sales invoice document <ul><li>Open the Sales management Menu </li></ul><ul><li>Click on –invoice (Customer...
Create a new record <ul><li>Click on the new record icon </li></ul>
Setup the invoice header <ul><li>Notice that the document No is still not final. </li></ul><ul><li>Select the business par...
Picking the BP for this invoice <ul><li>From the business partner search form, click the search button. </li></ul>
Select a BP from the list <ul><li>From the business partner selection list, click the radio button highlighting the curren...
Saving the invoice header <ul><li>Click on the –Save- icon in order to save the current invoice. </li></ul><ul><li>Notice ...
Adding the item details <ul><li>Click on the button –Create Lines from- in order to create the  invoice details  </li></ul...
Selecting the sales order for this invoice <ul><li>Select the sales order corresponding to this invoice from the selection...
Selecting the products to be invoiced <ul><li>Select the products to be included. </li></ul>
Invoice details <ul><li>If we check the invoice line tab, we see the exact number of products  shipped to the partner.  </...
Invoice tax details <ul><li>We can check the total tax amount, grand total and tax base amount for  </li></ul><ul><li>this...
invoice document status <ul><li>Document status shows that it is in Draft mode. </li></ul><ul><li>We need to generate the ...
Processing the invoice document status <ul><li>Select the option –Complete- in order to set the document status </li></ul>
Listing the invoice documents <ul><li>Click on the –Relation icon-  </li></ul><ul><li>you will see that the invoice docume...
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Creating a new invoice (customer) in Openbravo R2.13

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This is the process for creating a new invoice document for a customer.
Made for Openbravo R2.13

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Creating a new invoice (customer) in Openbravo R2.13

  1. 1. Creating a new sales invoice document <ul><li>Open the Sales management Menu </li></ul><ul><li>Click on –invoice (Customer) </li></ul>
  2. 2. Create a new record <ul><li>Click on the new record icon </li></ul>
  3. 3. Setup the invoice header <ul><li>Notice that the document No is still not final. </li></ul><ul><li>Select the business partner(BP) for this sales order by clicking on the business partner icon. </li></ul>
  4. 4. Picking the BP for this invoice <ul><li>From the business partner search form, click the search button. </li></ul>
  5. 5. Select a BP from the list <ul><li>From the business partner selection list, click the radio button highlighting the current BP </li></ul><ul><li>Note : if the BP is a new partner, you will have to create it in the partner window </li></ul>
  6. 6. Saving the invoice header <ul><li>Click on the –Save- icon in order to save the current invoice. </li></ul><ul><li>Notice that the document No is changing to a new format. </li></ul>
  7. 7. Adding the item details <ul><li>Click on the button –Create Lines from- in order to create the invoice details </li></ul><ul><li>This will update the tab –Invoice lines- with all the details coming from the Sales order or the Shipment we created before. </li></ul>
  8. 8. Selecting the sales order for this invoice <ul><li>Select the sales order corresponding to this invoice from the selection dialog. </li></ul>
  9. 9. Selecting the products to be invoiced <ul><li>Select the products to be included. </li></ul>
  10. 10. Invoice details <ul><li>If we check the invoice line tab, we see the exact number of products shipped to the partner. </li></ul><ul><li>This is also reflected in the shipment documents we created before. </li></ul>
  11. 11. Invoice tax details <ul><li>We can check the total tax amount, grand total and tax base amount for </li></ul><ul><li>this invoice by checking the –Invoice tab- </li></ul>
  12. 12. invoice document status <ul><li>Document status shows that it is in Draft mode. </li></ul><ul><li>We need to generate the documents and complete the transaction </li></ul><ul><li>Click on button -Complete- </li></ul>
  13. 13. Processing the invoice document status <ul><li>Select the option –Complete- in order to set the document status </li></ul>
  14. 14. Listing the invoice documents <ul><li>Click on the –Relation icon- </li></ul><ul><li>you will see that the invoice document is now listed in the view. </li></ul>

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