Enter General Customer Invoice Information

Explanation

This activity is used to enter general customer and reference information connected to a customer invoice. The system retrieves data from the customer to be invoiced when the customer is entered in the customer field. The default data, such as invoice currency and payment terms, can be changed. You can also specify the invoice as an advance invoice.

Prerequisites

The customer must be entered in the system before invoicing can take place.

System Effects

As a result of this entry, the customer invoicing process can continue.

Window

Manual Customer Invoice

Related Window Descriptions

Customer Invoice

Procedure

To enter general customer invoice information:

1. Open the Manual Customer Invoice window. The Vou. Date, Period, User Group, and Vou. Type fields are filled in automatically. Today’s date is the default voucher date. Any field value, excluding the period, can be changed.
2. Create a new record. The invoice type and invoice series in the Invoice Identity field are filled in automatically. The voucher date is shown in the Invoice Date and Delivery Date fields.
3. Enter, or select from the List of Values, the customer number in the Customer field. The customer’s general (i.e. not address specific) name and other details automatically appear as defaults. The language is retrieved from the customer. These values can be changed as appropriate. 
4. Enter the invoice number in the Invoice Identity field.
5. Modify the Delivery Address ID, if the tax liability of the the default delivery address ID is not applicable to the entered invoice. Note that a delivery address ID for a one time customer can only be entered in the One-Time Specific Information dialog box.
6. Enter the invoice reference number in the Payment Reference field.
7. If the customer is a regular customer, enter values in the Payment Method and Payment Address fields to specify the way the invoice should be paid. The information entered will be automatically copied to all installments. The same information for one-time customers can only be entered in the One-Time Specific Information dialog box. Note: If the electronic payment Address ID is blocked, it will not be displayed in the List of Values. Furthermore, if you have manually entered a blocked electronic payment Address ID the system will authenticate the Address ID when saving the invoice.
8. If the invoice is to be associated with a project, enter a value in the Project ID field or select one from the List of Values. This will result in a project-specific invoice.
9. Select the Advance Invoice check box if the invoice is an advance invoice.
10. Continue by entering lines in the Lines tab.