Add a counter/direct invoice

You add a Counter/direct invoice so you can sell articles directly and hand them to your sales contact.

When you create a direct invoice, you also add a packing slip which is invoiced directly.

The stock of the articles sold is immediately written off and invoiced. Completion of the stock entry and the financial completion therefore take place at the same time.

The entry layout of the counter/direct invoice comprises three sections:

  • The Header with several tabs for general, delivery and payment information.
  • The Lines where you enter the sold articles or supplied services.

The Footer where you (in any event) have two tabs on which you see totals and discount information.

To add a counter/direct invoice:

  1. Go to: Order Management / Sales process / Counter/direct invoice.
  2. Click on: New.
  3. Select the entry layout to be used.

    The window for entering/editing appears.

  4. Enter the PackingSlipNumber if you do not use auto numbering.
  5. Select the Sales contact.
  6. If necessary, view the properties of the sales contact using the Sales contact properties action.
  7. If required, complete the other fields in the entry layout header.
  8. Enter the articles sold in the lines. You can also quickly copy lines from another order/packing slip/etc.

    In the footer you can see the totals, among other things.

  9. If necessary, view the VAT for the total order using the Total line VAT action. The VAT is displayed by VAT code.
  10. Click on: Finish.

Directly to

  1. Counter/direct invoice
  2. Configure
  3. Add a counter/direct invoice
  4. Quickly add a counter/direct invoice by copying order lines
  5. Convert a quotation into a counter/direct invoice
  6. View a counter/direct invoice
  7. Counter/direct invoices via Output
  8. Print packing slips
  9. Print invoices
  10. Decide which layout to use for an invoice
  11. Release a counter/direct invoice
  12. Credit a counter/direct invoice
  13. Cash sales via counter/direct invoices