Initial Exercises—Customer Invoicing

Initial Exercises

Purpose: The purpose of these initial exercises is that the instructor will use them for demonstrating the basic functionality in Customer invoicing, which entails:

IMPORTANT
These initial exercises are intended for instructor use.


Enter and Cancel a Manual Customer Invoice

Purpose: The purpose of this exercise is to enter and cancel a customer invoice using Tax Regime Sales Tax or Mixed.

Windows:
Customer Invoice

  1. Open the Customer Invoice window.
  2. Create a new record and select Customer 1000 as your Sales Tax customer.
  3. Fill in the Invoice Identity field.
  4. Click the Lines tab and create a new record. Fill in the Net Amount field.
  5. Edit the Tax Lines if necessary. If the tax regime of the customer is Mixed, you can use both VAT and Sales Tax codes.
  6. Click the Posting tab and activate the lower part of the window.
  7. Create a new record and enter postings.
  8. Save the information.
  9. Right-click and then click Post Invoice. Click OK.
  10. To cancel the invoice, right-click and then click Cancel Invoice. Confirm the cancellation and confirm again.

Note: You can view the created voucher in the Voucher Details Analysis window.