Creating a new sales invoice document Open the Sales management Menu Click on –invoice (Customer)

Open the Sales management Menu

Click on –invoice (Customer)

Create a new record Click on the new record icon

Click on the new record icon

Setup the invoice header Notice that the document No is still not final. Select the business partner(BP) for this sales order by clicking on the business partner icon.

Notice that the document No is still not final.

Select the business partner(BP) for this sales order by clicking on the business partner icon.

Picking the BP for this invoice From the business partner search form, click the search button.

From the business partner search form, click the search button.

Select a BP from the list From the business partner selection list, click the radio button highlighting the current BP Note : if the BP is a new partner, you will have to create it in the partner window

From the business partner selection list, click the radio button highlighting the current BP

Note : if the BP is a new partner, you will have to create it in the partner window

Saving the invoice header Click on the –Save- icon in order to save the current invoice. Notice that the document No is changing to a new format.

Click on the –Save- icon in order to save the current invoice.

Notice that the document No is changing to a new format.

Adding the item details Click on the button –Create Lines from- in order to create the invoice details This will update the tab –Invoice lines- with all the details coming from the Sales order or the Shipment we created before.

Click on the button –Create Lines from- in order to create the invoice details

This will update the tab –Invoice lines- with all the details coming from the Sales order or the Shipment we created before.

Selecting the sales order for this invoice Select the sales order corresponding to this invoice from the selection dialog.

Select the sales order corresponding to this invoice from the selection dialog.

Selecting the products to be invoiced Select the products to be included.

Select the products to be included.

Invoice details If we check the invoice line tab, we see the exact number of products shipped to the partner. This is also reflected in the shipment documents we created before.

If we check the invoice line tab, we see the exact number of products shipped to the partner.

This is also reflected in the shipment documents we created before.

Invoice tax details We can check the total tax amount, grand total and tax base amount for this invoice by checking the –Invoice tab-

We can check the total tax amount, grand total and tax base amount for

this invoice by checking the –Invoice tab-

invoice document status Document status shows that it is in Draft mode. We need to generate the documents and complete the transaction Click on button -Complete-

Document status shows that it is in Draft mode.

We need to generate the documents and complete the transaction

Click on button -Complete-

Processing the invoice document status Select the option –Complete- in order to set the document status

Select the option –Complete- in order to set the document status

Listing the invoice documents Click on the –Relation icon- you will see that the invoice document is now listed in the view.

Click on the –Relation icon-

you will see that the invoice document is now listed in the view.