Create Instant Invoice

Explanation

Use this activity to create an instant invoice. 

Prerequisites

This activity requires that a customer be entered into the system. 

System Effects

As a result of this entry, an instant invoice is created. 
A credit check occurs when creating an instant invoice, and a message will be displayed if any of the following situations are encountered:
1) The customer is credit blocked in the customer record 2) The value of all outstanding orders and outstanding invoices (If IFS Financials is used) exceeds the customer's credit limit 3) The total overdue amount (That has also exceeded the allowed overdue days) exceeds the allowed overdue amount. 

Window

Instant Invoice

Related Window Descriptions

Instant Invoice

Procedure

1. Create a new record.
2. An invoice type appears automatically in the Invoice Type field.
3. Todays date appears by default in the Invoice Date and Delivery Date fields. These dates can be changed.