Modify default data on Sales Invoices

Modifying default data on Sales Invoices

  1. Select Invoicing > Invoicing 360.
  2. Select the billable line for which you want to view the Invoice, on the Billable Lines tab
  3. Click VIEWS menu and click Invoice. The Invoice (cisli3605m000) session is displayed
  4. Review the data such as Invoice Date, Tax Date, Rate Date, and Due Date in Invoice Data group on Invoice Details tab. This data is populated when we composed invoice as mentioned in step 3 from the billable lines
  5. Go to invoice Lines (cisli3110m000) session. Select the required invoice
  6. Click Amounts tab. Review the data in Rate Date and Rate/Rate factor fields in Exchange Rate group box
  7. Go to The Invoice (cisli3605m000) session and modify the value in Tax Date and Rate Date fields
  8. Go to invoice Lines (cisli3110m000) session and review the data in Rate Date and Rate/Rate factor fields in Exchange Rate group box. Infor LN modified the exchange rate data
  9. Print the invoice using Compose/Print/Post Invoices (cisli2200m000) sessions.