Invoicing

Description of process

The Invoicing process is used for entering, creating, and printing customer invoices. The process includes customer invoicing with no link to customer order, customer order invoicing, project invoicing, and interest invoicing based on customer invoices due for payment or invoices paid too late. There are functions for canceling invoices and activities for follow-up information, such as customer analysis and reports.

The Invoicing process is divided into the following sub processes.

• Customer Invoices without Customer Order
• Customer Order Invoicing
• Project Invoicing
• Follow-up and Analysis, Invoicing

The Customer Invoices without Customer Order process is used for creating and printing instant invoices, as well as entering manual customer invoices and external invoices on file. The process also contains functions for customer invoice cancellation. There are different ways of entering and creating invoices in the system. The invoices in the process are divided as follows:

• Instant invoices are invoices with no link to stock. The instant invoice entry requires sales objects. After the invoice has been created, it is printed. The printing is handled within the system by a separate printing function. The printing creates a voucher in the hold table in IFS/Accounting Rules.
• Manual customer invoices are invoices created in a non- IFS system. These invoices are not printed, only entered into the system. The entry creates a voucher that is automatically transferred to the hold table in IFS/Accounting Rules.
• External invoices on file are customer invoices created in a non-IFS system. These invoices are loaded into the IFS system via file. The loading transfers invoice information to the customer ledger and creates a voucher for transfer to the hold table in IFS/Accounting Rules.
• The Customer Order Invoicing process is used for creating and printing invoices based on customer orders when IFS /Customer Order is installed. The invoices are created from the delivered customer orders entered into the system. In order to create a customer invoice, the order must have been delivered or been partially delivered.
• The Project Invoicing process is used when IFS/Project Reporting is installed and transactions from project time and cost is reported and invoiced. This can be from one or several projects. First a preliminary invoice is created. When checked and found correct it is printed and a voucher  is created to the hold table in IFS/Accounting rules.
• The Follow-up and Analysis process includes analysis and reports that can be used for information about customers and customer invoices. There are a number of reports that can be printed through the order report function.