Counter/direct invoice

When adding a Counter/direct invoice, you add a packing slip you invoice directly.

Description

You add a Counter/direct invoice to be able to deliver items directly to a sales contact.

A counter/direct invoice is actually a packing slip and invoice in one. It allows you to write off the units sold from the stock and invoice them directly. When adding a counter/direct invoice both a stock entry and a financial entry are made. After you have added a counter/direct invoice, you can print a packing slip and/or invoice.

Note:

If you add a counter/direct invoice with a date in the past, then any stock entries concerning the reservation of the articles for which the stock is tracked are always added, based on the system date (that is, at this moment in time)!

Preparation

• Configure

Procedure

• Add a counter/direct invoice
• Quickly add a counter/direct invoice by copying order lines
• Convert a quotation into a counter/direct invoice
• View a counter/direct invoice
• Counter/direct invoices via Output
• Print packing slips
• Print invoices
• Decide which layout to use for an invoice
• Release a counter/direct invoice
• Credit a counter/direct invoice
• Cash sales via counter/direct invoices

Also see

• Add counter/direct invoices with a barcode scanner
• Packing slip
• Packaging in the order process
• Conditions for collecting packing slips on an invoice