Maintaining unreleased invoices and credit memos

You can maintain invoices and credit memos that you have not yet released. This procedure shows you how to maintain unreleased invoices and credit memos.

This procedure shows you how to create invoices and credit memos in the Billing application.

  1. Access Invoice Entry (BL20.1).
  2. To maintain header values for the invoice, click Invoice Options. Consider these tabs:
    Billing The Billing tab lets you apply billing options to the invoice, such as a credit memo, terms code, payment code, AR code, additional discount, and hold code.
    Payment

    The Payment tab lets you add payment information to the invoice, such as tax codes, down payments, and electronic payment (EP) information.

    Note: Infor Process Automation users have a service available that notifies the billing manager that a customer order has failed the authorization or settlement process for electronic payments. For information, see the LPA Services for Infor Lawson Reference Guide.
    Shipment The Shipment tab lets you add freight information, such as shipment number, freight code, and freight charge.
    Sales Data The Sales Data tab lets you add sales information, such as sales territory, assigned sales representative, and commission.
    Dates The Dates tab lets you override dates that default to the invoice, such as general ledger posting date, pricing date, and shipping date.
    Currency The Currency tab lets you define currency options, such as currency code and conversion rate.
  3. To maintain add-on charges at the invoice header level, access Invoice Add-On Charges (BL20.3).
    1. From Invoice Entry (BL20.1), click Invoice Options.
    2. Click Charges.
    3. Maintain add-on charges.
      Note: Maintenance options are limited for invoice lines created from subsystems. You can change price and reference fields.
  4. Maintain line items on the invoice.
  5. To maintain billing information for a line item, click Options. Consider these tabs or button:
    Line Charges The Line Charges tab lets you apply add-on charges to the line item.
    Discounts The Discounts tab lets you select whether the line item has no charge, is discountable, and also lets you add a discount to the line item.
    Tax The Tax tab lets you select whether the line item is tax exempt and lets you apply a tax code.
  6. To create a new invoice by copying an existing invoice or credit memo, perform these steps:
    1. Click Copy and the Invoice Copy subform appears.
    2. Select the invoice or credit memo you want to copy from.
      Note: You can select a different customer and customer ship-to location for the new invoice.
  7. Select a release method for the invoice.
    To Use
    Release the invoice when you are satisfied it is correct Select the Release form action
    View, change, and release batches of invoices Batch Control (BL29.1)
    Release an invoice batch Invoice Batch Release (BL120)
    Release EP invoices in batch EP Invoice Batch Release (BL125)
    Note: Infor Process Automation users have a service available that notifies the billing manager that an invoice was released. For information, see the LPA Services for Infor Lawson Reference Guide.

Related reports and inquiries

To Use
List invoices with their status Invoice Status (BL220)
Reprint invoices and invoice registers Invoice Register (BL291)
Inquire on an invoice Invoice Inquiry (BL80.1)
Select an invoice for inquiry by the invoice number Invoices By Invoice Number (BL80.2)
Select an invoice for inquiry by the customer Invoices By Customer (BL80.3)
List the total number of unreleased invoices, as well as the total amount of all invoices in the batch Unreleased Invoices by Batch (BL80.6)
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