The Invoice orders option is used for posting selected sales transactions to iMIS AR/Cash. Once you have invoiced an order, the order cannot be edited or deleted.
Generating an order invoice also creates an accounting entry, affects product inventory, and generates an activity record for a customer. If you enable the Create Activity Records for Zero Dollar Orders option on the AR/Cash Set up module window (from AR/Cash, select Set up module), activity records are generated for zero-dollar orders as well.
To invoice orders
1. From Orders, select Process orders > Invoice orders to open the Invoice orders window.
2. Select the order(s) you want to invoice. To edit an order, double-click it to open the order on the Order Entry window.
3. Click Convert. A message displays asking if you want to invoice the order(s) and mark them as completed.
4. Click Yes to invoice the order(s). The Enter Invoice Date window opens.
5. (optional) Edit the invoice date, if necessary.
6. Click OK to invoice the order(s).
7. (optional) If you are using batch control and have enabled the Create New Batch for Invoicing option on the Order Status Defaults window, a message displays stating that a new batch for order invoicing is going to be created by the system.
□ Click Yes to continue.
The Batch # has been created for invoicing message displays with the specified batch number.
□ Click OK.
Example of an order Invoice; note the user defined fields