Open the Sales Invoice window.

Specifies a sales invoice that is not yet posted.

You create a sales invoice to record your agreement with a customer to sell certain products on certain delivery and payment terms.

You can negotiate with the customer by first creating a sales quote, which you can convert to a sales invoice when you agree on the sale. For more information, see How to: Make Offers.

After the customer has confirmed the agreement, for example after a quote process, you post the sales invoice to record your obligation to deliver the products as agreed. When you post the sales invoice, you also output the invoice as a document that you must send to the customer as a copy of the agreement. You can send the invoice as an electronic document. For more information, see How to: Send Electronic Documents.

In most business environments, you now fulfill the agreement by delivering the products. In turn, the customer fulfills their agreement by paying for the products according to the payment terms, for example within 14 days. In business environments where the customer must pay before products are delivered, such as in retail, you must wait for the receipt of payment for the products before you deliver the products. For more information, see Invoice Sales Activities.

Related Tasks

The following table shows tasks that are related to the Sales Invoice window, with links to the topics that describe them.

ToSee

Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms.

How to: Invoice Sales

Create a customer card for each customer that you sell to.

How to: Register New Customers

Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice.

How to: Make Offers

Create a purchase invoice for all or selected lines on a sales invoice.

How to: Purchase Products for a Sale

Tip

See Also