Creating Ad hoc Invoice
To create an Ad hoc invoice
- Click the Invoices tab.
- Click New.
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Enter a value for the following fields:
Field
Description
Bill To*
The name of the billing account.
Sold To
The name of the Sold To account.
Status*
Status of the invoice. It can be:- Draft
- Approved
- Canceled
- Pending Approved
- Draft Obsolete
Invoice Date*
The date invoice comes into effect.
Invoice Attachment Template
The template to use for invoice statement generation.
Payment Term
The Payment term to apply to the invoice. The invoice Due Date is calculated based on the selected payment term. The invoice Due Date is set to Invoice Date if the payment term is set to null.
Invoice Email Template
Email template to use for sending the invoice email
Due Date
The date the invoice is due for payment. This field is auto-populated based on the Payment Term.
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For the invoice line items, enter a value for the following fields:
Field
Description
Product Name*
Name of the Product for which you want to invoice your customer.
Ship To
Name of the shipping account. If you do not specify a Ship To account, the Bill To account of the invoice is used as the Ship To account.
Start Date
Start date of the product consumption.
End Date
End date of the product consumption.
Quantity
Quantity of the Product.
Amount*
The amount charged for the product.
Tax Code
Id of the Tax Code associated with the product.
Taxable?
Select this field if your product is taxable.
Tax Inclusive
Select this field if the fee amount is inclusive of the tax amount.
Description
Product Description
- Click Create.
Your Invoice is generated. For invoices with multiple invoice line items having the same Ship-To Account, the common Ship-To Account of the invoice line items is set as the Ship-To Account of the invoice. For invoices with multiple invoice line items having different Ship to Accounts, the Bill To Account of the invoice is set as the Ship To Account.
An invoice line item is created for each product line item. For invoices created with Status set to Approved, A/R Transaction records are also created.
