1. On the Role Center, choose Open Sales Invoices.

2. On the Home tab, in the New group, choose New.

3. In the Customer Name field, enter the name of an existing customer.

   Other fields in the Sales Invoice window are now filled with the standard information of the selected customer. If the customer is not registered, then follow these steps:

   1. In the Customer Name field, enter the new customer’s name, and then leave the field.

   2. In the dialog box that appears, choose the Yes button.

   3. In the Customer Templates window, choose a template to base the new customer card on, and then choose the OK button.

      A new customer card opens, prefilled with the information on the selected customer template. The Name field is prefilled with the new customer’s name that you entered on the sales invoice in step 3.1..

   4. Proceed to fill fields on the customer card that were not prefilled from the template and fields that are specific to the new customer, such as address and contact information. For more information see How to: Register New Customers.

   5. When you have completed the customer card, choose the Close button to return to the Sales Invoice window.

      Several fields in the Sales Invoice window are filled with information that you specified on the new customer card in step 3.4. Any fields that are not prefilled, you can now fill directly on the sales invoice.

4. Fill in the fields on the Sales Invoice FastTab as described in the following table.

   Field	Description
   Document Date	Specify the date that you want to record as the creation date, for example on the printed sales invoice. By default, today’s date is entered.
   Posting Date	Specify the date when you want the sales invoice posting to be recorded. By default, today’s date is entered.
   Due Date	Specify when the sales invoice must be paid. By default, the field is calculated as the date in the Shipment Date field plus the period defined in the Payment Terms Code field.

5. Fill in the fields on the Invoice Details FastTab as described in the following table. If the FastTab is not visible, on the Home tab, in the View group, choose Invoice Details.

   Field	Description
   Currency Code	Specify the currency of amounts on the sales invoice lines. Leave the field blank to use the customer’s default currency code.
   Shipment Date	Specify the date when you expect to ship the products on the sales invoice. By default, today’s date is entered.
   VAT Bus. Posting Group	Specify the customer’s VAT specification to link transactions made for this customer with the appropriate general ledger account according to the VAT posting setup.
   Payment Terms Code	Specify a formula, such as 14 days, that calculates the payment due date, payment discount date, and payment discount amount on the sales invoice. By default, the payment term from the customer card is entered.
   Payment Method Code	Specify how the sales invoice must be paid, such as bank transfer or check. By default, the payment method from the customer card is entered.

6. Fill in the fields on the Ship-to and Bill-to Addresses FastTab with an alternate shipping address or an alternate invoice address. If the FastTab is not visible, on the Home tab, in the View group, choose Ship-to and Bill-to Address.

   Note
   In the Name field in the Bill-to Customer group, you can enter a customer that is not registered yet. In that case, you will follow the same steps as described in steps 3.1 through 3.5.

   The top FastTabs on the sales invoice are completed. Proceed to fill the sales invoice lines with inventory items or services that you want to sell to the customer.

   Note
   If you have set up recurring sales lines for the customer, such as a monthly replenishment order, then you can insert these lines on the invoice by choosing the Get Recurring Sales lines button.

7. On the Lines FastTab, in the Item No. field, enter the number of an inventory item or service.

8. In the Quantity field, enter the number of items to be sold.

   Note
   For items of type Service, the quantity is a time unit, such as hours, as indicated in the Unit of Measure Code field on the line.

   The Line Amount field is updated to show the value in the Unit Price field multiplied by the value in the Quantity field.

   The price and line amount are shown with or without VAT depending on what you selected in the Prices Including VAT field on the customer card.

   Note
   If you have set up special item prices on the Sales Prices and Sales Line Discounts FastTab on the customer or item card, then the price and amount on the invoice line are automatically updated if the agreed price criteria are met.

9. In the Line Discount % field, enter a percentage if you want to grant the customer a discount on the product. The value in the Line Amount field is updated accordingly.

   Note
   If you have set up special item discounts on the Sales Prices and Sales Line Discounts FastTab on the customer or item card, then the line discount percentage, price, and amount on the invoice line are automatically updated if the agreed discount criteria are met.

10. To add a comment about the invoice line that the customer can see on the printed sales invoice, write a text in the Description/Comment field on an empty line.

11. Repeat steps 7 through 10 for every item that you want to sell to the customer.

    The totals shown at the bottom of the sales invoice are automatically calculated as you modify the lines or create new lines.

12. In the Invoice Discount Amount field, enter an amount that should be deducted from the value shown in the Total Incl. VAT field at the bottom of the invoice.

    Note
    If you have set up invoice discounts for the customer, then the specified percentage value is automatically inserted in the Customer Invoice Discount % field if the criteria are met, and the related amount is inserted in the Invoice Discount Amount field. For more information, see How to: Set Up Invoice Discount Terms.

13. When the sales invoice lines are completed, on the Home tab, in the Posting group, choose Post, Print, Send PDF by Email, or OIOUBL. With all four actions, the sales invoice is posted.

The sales invoice is now registered as your obligation to fulfill the agreement, and the sales invoice is output as a document. The sales invoice is removed from the list of sales invoices and replaced with a new document in the list of posted sales invoices, which you access from the Role Center.

If you selected Print in step 13, then the sales invoice is printed as a physical document that you can send to the customer. If you selected Send PDF by Email, a PDF file is saved and attached to an email to the customer. For more information, see How to: Send Documents as Email. If you selected OIOUBL, then you can transfer the invoice electronically (in Denmark only). For more information, see How to: Create Electronic Documents by Using OIOUBL.

Tasks