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Invoice: Entity Definition

Invoice: Entity Definition

SALES --- INVOICES

 

HEADER: Invoice Name                     Total Amount, Status, Status Reason, Balance

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SUMMARY

  • Invoice ID - This is the Unique identifier of the Invoice. This field will be auto-populated after the first save of the Invoice.
  • Name - This is the name of the Invoice.
  • Currency - This field is a lookup to the existing currency records.
  • Price List - This field is a lookup to the existing price list records. A new price list can also be created.
  • Prices Locked - Determines whether or not the price is locked. 
Note about Price Locked: If the Prices Locked check box is not selected, Use Current Pricing is enabled. Use Current Pricing is a type of pricing behavior that directly associates the price per unit for a product with the price listed in the product catalog. If a price changes in the product catalog, the unit price changes in any open invoices or orders. 

Note that this check box is read-only. You cannot enable or disable Prices Locked by clicking the Prices Locked check box in the Generalsection.

  1. In the Navigation Pane, click Sales, and then click Orders or Invoices.
  2. Open the order or invoice that you want.
  3. To enable Price Locked, in the Actions group, click Lock Pricing.

    - OR -

    To enable Use Current Pricing, in the Actions group, click Use Current Pricing.

SHIPPING DATES

  • Date Delivered - Date all products in the Invoice were delivered.
  • Due Date - Date all products in the Invoice were supposed to be delivered.

SHIPPING INFORMATION

  • Shipping Method - Method of shipment for the Invoice.
  • Payment Terms - Drop down menu of payment terms for shipping the Invoice.

BILLING ADDRESS

  • Address Information - The address information necessary to bill the Invoice to the customer. 

PRODUCTS

  • Tool bar that allows you to view and/or add products to the invoice.

 

Detail Amount - Total line item amount for the Invoice.

Invoice Discount (%) - Discount specified as a percentage for the Invoice.

Invoice Discount - Discount specified as a monetary amount for the Invoice.

Pre-Freight Amount - Total price minus the freight charges for the Invoice.

Freight Amount - Cost of freight for the Invoice.

Total Tax - Total tax for the Invoice.

Total Amount - Total price for the Invoice.

Balance - This field shows the Order Extended Amount minus any amounts applied from Invoice Payments.

INVOICE PAYMENTS

  • Tool bar to view and/or add Invoice Payment records associated with the Invoice.

SALES INFORMATION

  • Opportunity - A lookup to an existing opportunity record. A new opportunity can also be created.
  • Order - This field is a lookup to an existing order record.  A new order record can also be created.
  • Customer - This field is a lookup to an existing contact or account record. A new contact or account can be created.
  • Owner - The CRM User responsible for the sale of the Invoice.
  • Description - Description of the invoice.

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SHIPPING ADDRESS 

  • Ship To - Radio button selecting whether the Order Products will be sent to the Customer's Address or the Customer will pick up the Order Product via Will Call.
  • Address Information - The address information necessary to ship. 

INVOICE CREDITS

  • Tool bar that allows you to view and/or add Invoice Credits to the Invoice.

GL ACCOUNT ENTRIES

  • Tool bar that allows you to view and/or add GL Account Entries associated with the Invoice.

BATCH ITEMS

  • Tool bar that allows you to view and/or add Batch Items associated with the Invoice.
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