Using Invoices

Use the Invoice window to view the invoice created in CRM for a sales order with order type Standard Van Sale

Note: This is applicable only for M3 integrated customers.

To view the invoice window:

  1. Click Next on the Order Summary or Signature Capture window. The Invoice window is displayed.
  2. Review this information:
    Invoice Number
    The invoice number assigned when the invoice is created.
    Account
    The account associated with the invoice.
    Status
    The status of the invoice.
    Payment Terms
    The conditions for payment.
    Due Date
    The date on which the payment for the invoice is scheduled to be received.
    Payment Method
    The method of receiving payment from the customer such as:
    • Cash
    • Credit or Debit card
    Document Date
    The date on which invoice is created.
    Last Modified Date
    The date on which invoice was last modified.
    Extended Amount
    The sum of the unit price for each product in the sales order multiplied by the quantity ordered, less any discount.
    Total Amount
    The total invoiced amount.
    Type
    The document type.
  3. Click Next.
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