Direct Invoicing Overview
The Direct Invoicing program allows you to create AR invoices that are not associated with a specific customer sales order. The Direct Invoicing program can be used to quickly process invoices for customer will call, walk in, or pick up situations, and it can also be used to process customer shipping, price and sales tax adjustments.
The Direct Invoicing program can be used to create invoices for both stocking and nonstocking inventory items. The Direct Invoicing program handles serialized inventory items, and it calculates and applies sales tax based on the Customer, Shipto and Item information being processed. The Direct Invoicing program prevents you from selling inventory that has already been allocated to shop orders or customer sales orders, and it updates the Bin and Inventory Management systems online as invoices are saved.
The Direct Invoicing program allows you to perform the following tasks.
• Creating Invoices for Will Call or Walk In Customers. The Direct Invoicing program allows you to invoice stocking inventory items that are on hand and that are available for sale (not already allocated to shop orders or customer sales orders).
• Creating Invoices for Shipping Adjustments. The Direct Invoicing program can be used to create invoices for customer freight adjustments. A nonstock inventory item like Freight Adjust can be entered as an invoice line and a positive or negative shipping amount can be entered into the program. The sales tax information in the invoice line (which defaults based on the Company and Shipto information being used for the invoice), is used to calculate any sales tax for the freight amount.
• Creating Invoices for Price Adjustments. The Direct Invoicing program can be used as part of a credit and rebill procedure to correct customer pricing errors. If an Order Invoice is issued for the customer, then credited (or partially credited) using the Credit Invoice option in the AR Lookup program (which reverses the original invoice or partially reverses it), the items can be rebilled to the customer (at the correct price) using the Direct Invoicing program. This only works when the items do not actually return to you and it requires the serial numbers (if any) for the items to be re-entered. This procedure will be streamlined in a new Price/Tax Adjustment program in a future release.
• Creating Invoices for Sales Tax Adjustments. The Direct Invoicing program can be used as part of a credit and rebill procedure to correct customer sales tax errors. If an Order Invoice is issued for the customer, then credited (or partially credited) using the Credit Invoice option in the AR Lookup program (which reverses the original invoice or partially reverses it), the items can be rebilled to the customer (using the correct sales tax information) using the Direct Invoicing program. This only works when the items do not actually return to you and it requires the serial numbers (if any) for the items to be re-entered. This procedure will be streamlined in a new Price/Tax Adjustment program in a future release.
• Creating Other invoices using Nonstock items. Positive and negative amounts can be billed to or credited to customers using nonstock items. Rebates, Price Protection (given to customer) and other items can be handled using a combination of nonstock items and dedicated product line records.
• Completing Credit Requests. Credit Requests are used by customer service to let accounting know about non-product related invoice adjustments. The Direct Invoicing program allows you to review Credit Requests and to convert them into credit memos.
More:
Direct Invoicing - Program Restrictions