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There are 3 methods to create a sales invoice, and 1 credit note in EQ. Both are created from the sales order.

 

Full Invoice

The order value is included on one full invoice.

 

Part Invoice

You can free type any amount of the order to invoice. You can have as many part invoices as needed.

 

Invoice from Delivery Note

If you are splitting the delivery you can invoice just the items that are being delivered. You can have as many part invoices from a delivery as needed.

 

Free Type Credit Note

You can free type any amount of the order to raise a credit note. You can have as many credit notes as needed.

 

Itemised Credit Note

You create a credit note in a similar manner as a quote/order by adding products to credit particular products.

 

Cancel an Invoice

You can cancel an invoice but this will delete it and the invoice number will not be re-used when you next create an invoice. When you cancel an invoice an entry will be added to the order's progress notes for audit trail purposes.

 

Related Topics:

Recording a Purchase Invoice

Export to Accounts