Print Customer Invoice

Explanation

This activity is used to confirm printouts of both general customer invoices and credit notes. This is done by right-clicking and then clicking Print Invoice. Additionally, from the Customer Order window, you can print the invoice online. You cannot modify the customer invoice after the invoice is printed. Any information about the advance payments and other order invoices will be printed only if the Print Advance Payments Information check box is selected.

Note that a work copy of the invoice may also be printed. Please refer to activity Modify Customer Order Invoice. To send a customer invoice via EDI or MHS, refer to activity Send Customer Invoice.

Prerequisites

• The customer invoice must have been created.
• The Method Default check box pertaining to the INVOIC message type on the Customer/Message Setup tab must not be selected.
• If a certain number of invoice copies should be printed, the number must either have been specified for the customer group that the customer belongs to in the Customer Groups window, or specifically for the customer in the Customer/Invoice tab.
• If the delivery address connected to the invoice line is enabled for customer tax withholding, the invoice line should be connected to an income type and withholding tax code(s).
• If information regarding advance payments and other order invoices needs to be shown on the printout, the Print Advance Payments Information on Customer Invoice check box must be selected on the Company window in Invoice/General.

System Effects

• The customer invoice is placed in the Report Archive and is ready to be printed.
• Various postings are created. For more detailed posting information, see the document Financial Events and their Bookings.
• If the delivery address connected to invoice line is enabled for customer tax withholding and invoice line is not connected to an income type or a withholding tax code, status of the invoice will remain as Preliminary even after printing the invoice.
• It will become possible to view the postings of the invoice from the Customer Invoice Postings Analysis window.
• Note that when printing credit or corrective invoices, even if you had changed the current date or payment term information, installments will be created, calculated and posted according to information on the reference customer debit invoice.
• Any errors in invoice postings can be viewed from the Customer Invoices with Errors window.
• If the delivery address connected to invoice line is enabled for customer tax withholding, and invoice line is not connected to an income type or a withholding tax code, status of the invoice will remain as Preliminary even after printing the invoice.
• If the Set invoiced date to current date when printing Customer Invoices check box on the Company/Invoice/General tab had been selected, the invoice date will be set to the date (i.e., system date) on which the invoice is printed as an instant invoice.

If different rates have been defined for the relevant periods, and if the invoice is not a correction invoice, changing this date would result in changes in currency and tax currency rates. If the invoice date and payment term base date are the same, any updates or changes to the invoice date will also update the payment term base date.

• If the Print Advance Payments Information option on customer invoice has been enabled, information regarding advance payments and other order invoices will be shown on the printout. However, this only concerns the actual printout, and the calculation of the amount to be paid is still carried out with regard to the advance payments and other order invoices that are related to the current invoice.
• It will no longer be possible to modify the customer invoice.

Window

Print Customer Invoices
Customer Invoice

Related Window Descriptions

Print Customer Invoices
Customer Invoice

Procedure

From the Print Customer Invoices window:

1. Search for the current customer order by using the Populate or Query functions.
2. Mark the customer order(s) for which you want to print a customer invoice, right-click and click Print Invoice.
3. A message box is displayed. Confirm the printing by clicking OK. The printout is placed in the Report Archive and is ready to be printed.

From the Customer Invoice window:

1. Populate or query for the invoice in question.
2. Right-click in the upper part of the window and then click Print Invoice.
3. A message box is displayed. Confirm the printing by clicking OK. The printout is placed in the Report Archive and is ready to be printed.

To review the postings created:

1. From the Customer Invoice window, select the invoice you want to review.
2. Right-click on the header and click Query Customer Invoice Postings.
3. View the information in the Customer Invoice Postings Analysis window .