Send Customer Invoice

Explanation

This activity is used to send a customer invoice to the customer via the EDI, MHS, INET_TRANS or E-INVOICE media codes.

Prerequisites

If the E-INVOICE media code is used, the following additional prerequisites are required:

System Effects

If the E-INVOICE media code is used, the following additional system effects occur:

Window

Customer Invoice
Print Customer Invoices

Related Window Descriptions

Customer Invoice
Send Customer Invoice
Print Customer Invoices

Procedure

To send an invoice using EDI, MHS or INET_TRANS media codes:

  1. Open the Customer Invoice or the Print Customer Invoices window and populate or query for the invoice in question.
  2. Right-click anywhere in the header or the General tab and then click Send Invoice. If you use the Print Customer Invoices window, select the record, right-click and then click Send Invoice.
  3. Click OK in the Send Customer Invoice Basic Data dialog box that appears.

To send an invoice using the E-INVOICE media code:

  1. Open the Customer Invoice or the Print Customer Invoices window and populate or query for the invoice in question.
  2. Right-click anywhere in the header or the General tab and then click Send Invoice. If you use the Print Customer Invoices window, select the record, right-click and then click Send Invoice.
  3. Select the Add Invoice Connected Objects check box if you want the documents connected to the invoice to be sent.
  4. If you want to add a document that is not already connected to the invoice to be sent, click Add and browse for the document to include it in the invoice message.
  5. Click OK.