How to book a procedural sales invoice

 

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A procedural sales invoice originates from the sales order process. MKG collects sales order lines to be invoiced in the Invoice List. Creating a sales invoice ensures that an outstanding item arises with debtors. The customer owes you money. Follow the steps below to create a sales invoice via the Invoice List and generate the report Sales Invoice (8403).

 

 

Step 1: Open the Invoice List

 

Open the Sales Invoices module and click on the Invoice List button on the module start page

. The Invoice List appears at the top of your screen. There are No data available. At the bottom, you see the sales invoice to be created.

 

 

Step 2: Refresh the Invoice List

 

Click the Refresh button

to retrieve the current list of data. The Invoice List only contains the sales order lines that can be invoiced at that moment.

 

 

Step 3: Create the invoice

 

Select the sales order line(s) in the Invoice List and click on Add line to

. Then select the 'New invoice' option. The sales order lines are now added to the sales invoice to be created.

 

 

Step 4: Check the draft invoice

 

In the header of the invoice to be created, the invoice address with the default address and the default contact person is displayed, as configured in the relation by checking the box for the sales invoice there. The addressing can be manually adjusted. In the header of the invoice to be created, you also see the total amount and the total VAT amount.

 

 

Step 5: Book the sales invoice

 

Click on Save Invoice List

. The report Sales Invoice (8403) appears. You can print this if desired. The sales invoice is booked and automatically results in an outstanding item in Open items debtors.

 

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Book a procedural sales invoice A video is available for this guide, showing you the described steps. Want to see how to book a procedural sales invoice in MKG? Watch this video. duration: 2:23 | sound: no | video opens in a new window

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Knowledge Center How to invoice a sales order