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
option is enabled.
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 option pertaining to the INVOIC message
type on the Customer/Message
Setup tab must be disabled.
- 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 option must be enabled 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 Invoice Date to Current Date When Printing Outgoing Invoices
option on the Company/Invoice/General
tab had been enabled, 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.