Creating actual invoice sales entries

  1. Select Processing > Franchise Sales.
  2. Click Create.
  3. Specify this information:
    Company
    Select a company number.
    Customer
    Select the customer number that is defined in Receivables.
    Ship
    Select the customer ship to number that is defined in Billing.
    Contract
    Select the contract number representing the business agreement and terms between the company and customer.
    Sales Date
    Select the cycle date for the current fiscal year.
    Sales Type
    Select Actual Invoice.
    Adjustment
    Specify adjustment for the sales entry.
  4. On the Sales tab, specify this information:
    Closing Sales
    Specify the amount of sales. This is a user-defined monetary amount that is the sum of the opening register amount and subsequent sales amounts charged, up to the closing of the cycle.
    Less Sales Tax
    Specify the sales tax amount that was submitted by the customer. If this field is blank and the contract is defined for sales tax, you must specify the sales tax amount before you can add the sales entry
    Auto Fill Submitted
    If you select Yes, then the calculated charge amount is used in Submitted Amount field. If you select No, then Submitted Amount will be blank except for note and predefined special charges.
  5. On the Detail tab, click Create.
  6. Specify this information:
    Submitted Amount
    Specify the amount to be charged.
    Override Flag
    Select Use Submitted Amt for Invoice.
  7. Click Save.
  8. Release the actual invoice sales entry, and close the matching open estimate or call-in estimate, if one exists.