Processing invoices
Invoice processing is one of the last steps necessary to complete an order. It is usually performed at the end of each day and updates all orders that have been shipped. Before invoice processing, these steps occurred:
- Order is created in Sales Order Entry
- Pick ticket is printed
- Order is shipped
- Any exceptions are reviewed and resolved in Sales Pre-Invoice Exceptions Report and Sales Exceptions Inquiry
Sales Entry Invoice Processing Report places the order in Stage 4 (Invoiced) or Stage 5 (Paid) if the payment amount equals the invoice amount.
After the order is invoice processed, you cannot change or delete it. Invoice processing updates these modules:
- General Ledger
- Vendors
- Sales Manager
- Products
During invoice processing, you can print two things:
- Invoices for the orders that are processed
- An exception report of orders not processed and the reason they were not processed (Sales Exceptions Report)
This process can decrease system performance. We recommend you run Sales Entry Invoice Processing Report after normal working hours.
Use the Sales Consolidated Invoice Report for customers who are set up for invoice consolidation.
To run invoice processing, select or .