After each shipment is finalized, an invoice is generated in the Invoicing tab of the Sales Orders screen.
How is an invoice generated?
An invoice is generated by clicking the Invoicing tab and answering yes to the Do you wish to create an Invoice? prompt. Each line item has fields for the total shipped quantity to date and total invoiced quantity to date. Each invoice automatically includes all line items where the total shipped quantity is greater than the total invoiced quantity and uses the difference as the invoice quantity.
NOTE: Be aware that each invoice is a blend of the shipments that have accumulated since the previous invoice. So if you create multiple shipments from a single sales order and you wish to generate a separate invoice that corresponds to each shipment, you must generate an invoice immediately after each shipment before you create the next shipment.
An invoice is not posted until flagged as printed
When an invoice is first generated, it is in preview mode so that it can be reviewed and changes can be made to the sales order, if needed, prior to posting. When the invoice gets printed or Emailed, its Status changes to ‘Printed’ and the invoice is posted to the general ledger.
Exception layouts by customer
If you need custom layouts for specific customers, you can create additional layouts using the Forms Edit utility. Exception layouts for the acknowledgment, quote, packing list, and invoice can be specified on the Forms sub-tab within the Customers screen.
Never reverse a customer invoice to adjust costs
Never reverse and repost a customer invoice for the purpose of adjusting line item costs. From a costing stanpoint, inventory transacton costs in DBA are never corrected after the fact because items get immediately issued and incorporated into other items. From an accounting standpoint, once an invoice is sent to a customer, it cannot be tampered with unless the customer receives an explanatory credit memo and corrected invoice.
