How-to sales invoice:
In this newsletter, our How-to series deals with the topic of "Creating a sales invoice in Business Central".
We will also convert an existing sales order into a sales invoice.
Sales invoice:
Use the field Sale the point Sales invoice from.
Alternatively, select the magnifying glass symbol and enter the search term Sales invoice in.
Select the item New from.
A new Sales invoice is opened.
In the field Debtor enter the name of an existing customer. The fields in the sales invoice header under the item General are now filled automatically.
You can now change the fields of the Sales invoice fill in.
In the next step, fill in the field Kindthe type of product to be sold.
In the field No. select a data record to enter the corresponding value in the Kind to book.
The field No. leave blank in the following cases:
- The line is used for a comment
- The line is used for a catalog item. Select the action Select catalog item.
In the field Quantity enter how many units of the product are to be saved. In the field Line amount the sales price is multiplied by the quantity.
You can determine whether the price is shown with or without VAT. To do this, select the following on the customer card in the Price including VAT Your desired selection.
If you wish to grant a cash discount, enter the corresponding percentage in the Line discount % an. The value is entered in the Line amount automatically updated.
Now repeat the steps for each additional item you want to add to the sales invoice.
In the last step, select the Book the point Booking and sending from.
The dialog box Booking and transmission confirmation opens. The desired method for receiving receipts is already stored for the customer. You can change the sending method by clicking on the three dots ... select a different transmission method.
Creation of a sales invoice from a sales order:
In our last how-to series, we showed you how to create a sales order in Business Central. Today we would like to show you how to convert it into a sales order with just a few clicks. Sales invoice can be converted.
Open the Sales order.
Select the field Book and the point Booking and sending from.
The dialog box Booking and transmission confirmation opens. The desired method for receiving receipts is already stored for the customer. You can change the sending method by clicking on the three dots ... select a different transmission method.
Are you interested in creating a sales invoice in Business Central or do you have further questions?
You are welcome to contact us by telephone at +49 (89) 21 111 848 or by e-mail to vertrieb@br-ag.com
