Sales Invoice

Invoice Against Sales Delivery

Users can create a Sales (or Tax) Invoice through one of the following means:

1. Direct Invoice:
   • This doesn't require a Sales Delivery and is useful for businesses that accept verbal orders or deliveries without a predefined Sales Delivery process.
2. Conversion from Sales Invoice:
   • This method is used when a sales delivery has already taken place.

Note:

• When a Delivery Note has been created against a Sales Order, utilize "Invoice Against Sales Delivery" under the Sales Department screen.
• For customers who do not need a Delivery Note, opt for "Direct Invoice" instead of this function.
• For creating an Invoice against a sales delivery, all outstanding delivered Sales Orders will be listed chronologically.
• Click on the "Invoice" icon (hover over the icon for the word "Invoice" to appear).
• The "Invoice" screen will appear. Ensure data in the fields are correct and click on the "Process Invoice" button.
• Fill in all necessary data fields and click on the "Place Invoice" button.

How to Generate a Sales Invoice:

1. Navigate to Sales Management:
   • Access the Sales Management module in Highnix ERP.
2. Select Transaction Type:
   • Under Transactions, choose either "Direct Invoice" for immediate deliveries or "Invoice Against Sales Delivery" for deliveries associated with a sales order.
3. Fill in Required Details:
   • Enter customer information, product items, and any relevant delivery notes. Real-time help is available to guide users through the process, making it user-friendly and straightforward.
4. Verify and Confirm:
   • Verify all details and confirm the Sales Invoice before clicking on Place Invoice.

Note:

• If you click on "Email This Invoice," the invoice will be sent directly to your customers.
• If you need to send to more than one recipient, enter the emails in the customer contacts and separate them by a comma or semicolon.

Useful Tips:

• After the Invoice is created, user could immdiately view the GL Transaction. This is useful for checking if the charges are charged correctly to the relevant Chart of Accounts.
• The upper red box contains some fields which can capture some useful information about the Invoice. It is not necessary for user to fill up these fileds.
• The 2nd red box is a text box for capturing a project note. This project note is useful for construction industry users where they need to show the project description or project reference on the sales documents.
• The 3rd box is the "Add" button. This "Add" button has a special function that the user can insert a new line item above it. For example, if the user missed out a line item and if there is a need for the user to follow the line item sequence of their customer PO. After entering the line item, click on this "Add" button instead of "Add Item" button.