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.
- If the consolidation parameters are enabled at the company or customer level to consolidate rental invoiced
lines for serialized parts, the rental invoice lines for serialized parts will be consolidated, which will then
be printed using the Print Invoice function. When the invoice is printed, a detailed annexure titled "Rental
Invoice Details for Serialized Parts" is placed to the Report Archive, providing information about each
consolidated line.
- 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.
- When the invoicing company is connected to Vertex/Avalara Sales Tax software, the customer order debit
invoice Printed date is passed to the tax date in the tax request message to fetch the correct
tax rates to the invoice line when printing a credit invoice/correction invoice that references a customer order
debit invoice.
- When the invoicing company is connected to Vertex/Avalara Sales Tax software, the customer order line
Last Actual Ship date is passed to the tax date in the tax request message to fetch the correct
tax rates to the invoice line when printing a credit invoice from a return material authorization that references
a customer order.
- When the invoicing company is connected to Vertex/Avalara Sales Tax software, the system date is passed to
the tax date in the tax request message to fetch the correct tax rates to the invoice line when printing a credit
invoice from a return material authorization that does not reference a customer order.