Sales Orders/Invoicing

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INVOICE A SALES ORDER

Once a shipment has been approved, or before, you can invoice a customer for the order. Click the Invoice icon to open a new invoice, as shown below.

Figure 8-34

On Thu Apr 17 13:26:57 2008, tom wrote: ... At present, an invoice can only be issued for a specific branch. Can this restriction be lifted so I can invoice Apollo spas regardless of where the spa was shipped?

Just leave the branch field blank.

The shipping info must be tied to the invoice but direct the spas to the appropriate receiving location.

Shipping info is tied to the shipment. Billing info is tied to the invoice.

PRICE OVERRIDES

If you have sufficient access, you will be allowed to override a price. Any time you override a price and save the order, a dialog box should open and ask for a reason for the override. Also, the override should show on the sales order by a small red flag icon.

(Image)

If you made the override in error, you cannot simply cancel the override dialog box to undo it-you have already changed the order. The correct thing to do is to complete the override note, giving "Done by mistake" as the reason. Then do another override to restore the price to its proper level, and explain the reason in the next override dialog.

All price overrides are stored as entries in the Info Log, a powerful tool that is explained in detail elsewhere.

(FiGURE)

The override flag, as shown above, appears in the sales order to indicate that the listed price has been overridden. You should be able to click on the flag icon to open the dialog box and see who made the override and why. If it is your override, you will be able to edit or add to the notes. If not, you should only be able to view the dialog and not make any changes to the information in it.