Sales Invoices
Voiding Sales Invoices in CustomBooks™
Voiding Entry: Sales Invoice Overview CustomBooks™ allows users to void Open Sales Invoices that do not have associated prepayments or cash receipts. Voiding provides a professional alternative to deleting an invoice or reverting it to "Draft" ...
How to Write Off Bad Invoices
Overview For invoices that are not going to be paid, you will need to create a credit memo that will be used to cover the open balance of the selected invoice(s). To do this: Open the Sales Returns & Customer Credits list in the Sales module and then ...
How to split a sales invoice from one into two
To split an invoice into two, remove the items from the first invoice by right clicking the line and selecting delete. Alternatively, you may also decrease the quantity of the item. Next, open the sales order and choose Generate / Sales Invoice. A ...
Partially Invoicing an Order
In many businesses, it's not always possible to invoice a customer for the full amount of a sales order at once, particularly when dealing with larger orders, staggered deliveries, or custom products. To manage these situations, CustomBooks™ offers a ...
Why can't I create multiple invoices off of one quote?
Some of you might be using a system that uses quotes to generate invoices. While it can technically be done, it severely limits the information that can be shown on the order and it assumes that everything related to the order will be perfect every ...
Creating Sales Invoices
Overview Sales Invoices are essential for documenting sales transactions, ensuring timely payment from customers, and maintaining accurate financial records. The calculations made on Sales Invoices are also used to calculate Cost of Goods Sold ...
Getting "Insufficient Inventory" message when posting Sales Invoices
Situation When posting a Sales Invoice, the system returns a message stating that there is insufficient inventory at location. Background In order to post a Sales Invoice, sufficient inventory must exist on the date of the invoice and at the location ...