Creating the final Invoice

Once a work order has been completed, the final step is creating the invoice. Creating an invoice is done by by clicking the Invoice icon on the Work Order/Approvals form toolbar. *Once the invoice is created, it is not possible to edit the order further, so be sure to double check the order for accurate information before taking this step. Read the Order Checklist below for tips on reviewing the order information.

Creating an invoice will perform the final price calculations for the items and save information for use in paying both employee commissions and supplier consignments. If you have discounted an item that is on consignment, you will be prompted to discount the consignment amount at this time. If you wish to discount the amount the artist or supplier will receive for the item, enter the net amount of the consignment discount when you are prompted. Inventory items on the order will also be updated according to the type of the item.

• Regular Inventory - the items will no longer be 'On Hold' but will be removed from inventory. If there is not sufficient stock on an item, you will be advised of the shortage and the invoice process will be aborted until the situation is corrected. (See Regular Inventory - Back Orders for more information)
• Unique Inventory - the status of the item will be changed to 'Sold' and a record of the transaction will be created.

Order Checklist

• Customer information - Is the billing and shipping information correct? Has the customer's tax information been entered correctly?
• Order Lines - Are the quantities and discounts for each line correct? If you have discounted a consignment item, will you wish to discount the amount paid to the consignor? Do you wish to add any shipping charges at this time?
• Shipping Info - If the order has been shipped, are the details added to the 'Shipping Info' tab.
• Sales Info - Is the correct employee being credited for the sale? Is the commission to be split between more than one employee?

After an order had been invoiced, you will no longer be able to view it on the Work Order/Approvals form. The invoice can now be accessed through Sales->Invoices on the menu. See Related Topics for further information on the Invoice features.

Related Topics:

Creating a Return
Paying an Invoice