Peach-tree. Sales Invoicing

SALES / INVOICING

            Sales invoices are used to enter the inventory items or finished goods which are being sold to the customer. Following are the steps to guide that how to create sales invoice

Step no 1. First of all go to task menu bar and click on “Sales invoicing”.

The following window will appear.

Step no 2. First thing is to enter the “customer ID” in customer ID field. It is the ID of the customer to whom the sales have been made. When you select the customer the bill to field will show the detail of the customer.

Step no 3. When user selects the customer “Ship to” field will be filled with the address of customer where the shipment was sent.

Step no 4. Enter the date on which the sales invoice is issued in “Date” field.

Step no 5. Enter the invoice number in “Invoice no” field. This field is used to give a unique or different code to each invoice for identification and avoid repetition in issuance to the customers.

Step no 6. Customer purchase order number is entered in the “Customer Po” field.

Step no 7. Select the method of delivery that how the goods will be delivered in “Ship via” field.

Step no 8. Enter the date when the goods are shipped or expecting to be shipped in the “Ship date” field.

Step no 9. The “Term” field will be filled automatically when you select the customer. These terms are payment terms and created when customer account are created in maintain menu.

Step no 10. The sales representative ID can also be entered in “Sales Rep” field.

When you will enter the customer’s ID, if there is any sales order issued to that customer than the below given tab “Apply to sales order” will also be enabled. Otherwise only the tab “Apply to sales” will be enabled.

If you are making an invoice against the sales order issued to the customer than the following steps will be followed.

Step no 11. Select the sales order number from drop down list on the Apply to sales order tab against the goods which are being sold as shown in given below pictures.

Step no 12. When you select the sale order number the remaining fields will be automatically filled.

Step no 13. Enter the quantity of items for sales order in “Quantity” field.

Step no 14. Description of item will automatically fill as default in “Description” field.

Step no 15. Enter the per unit price of the item in “Unit price” field.

Step no 16. “Amount field” will automatically fill as you select the unit price.

Step no 17. User can also enter the freight amount in “Freight” field.

Step no 18. Click the “Save” button to save the transaction

When the goods are sold to the customers without issuing any Sale Order than select the “apply to sales” Tab.

Step no 19. Enter the number of items being sold in the “Quantity” field.

Step no 20. Enter the item ID in “Item” field of good which you are selling, the description tab will be filled automatically.

Step no 21. Enter the per unit price of the item in “Unit price” field.

Step no 22. “Amount field” will automatically fill as you select the unit price.

Step no 23. User can also enter the freight amount in “Freight” field.

Step no 24. Click on the “Save” button to save the transaction

When you click on the save button if a warning message is shown by the system its states that your customer credit limit is less and your transaction include more amount as compare to his credit limit. As you click on “Ok” the transaction will be saved.