• ion
  • Member
  • Offline
  • From: Canada
  • Registered: 07/06/2013
  • Posts: 17

Topic: Easiest way to enter a sale invoice

What's the easiest way to enter an invoice?

I used a system before where you enter the customer name, the description, the price and tax type and save.
Is there something similar in FA?

From what I can see, I need to have a customer in the system, and Item in the inventory before I can create an invoice.

Looking forward for your feedback.
Thanks,
Ion

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Easiest way to enter a sale invoice

You're right, you need atleast one Customer and one item to generate an invoice....
After that try Direct Invoice....

apmuthu's Website

  • From: Canada, Montreal
  • Registered: 10/13/2008
  • Posts: 9

Re: Easiest way to enter a sale invoice

But what if the sale does not apply to an item. On the accounts payable side, there is the ability to post the invoice directly to a GL account. Any reason why this is not possible on the sales invoice?

  • From: Singapore, India, Chennai
  • Registered: 05/02/2009
  • Posts: 6,160

Re: Easiest way to enter a sale invoice

Any sales will refer to either a physical item or a service and hence there must be atleast 1 item before an invoice can be made. Also, youneed to create a direct cash customer for those you do not wish to track and use that i your anoymous direct invoice. Although the menu item is "Direct Invoice", as FA is a full ERP, all steps in making the invoice entry are followed: Sales Order, Delivery, Invoicing - but they are done transparently.

apmuthu's Website