Microsoft Dynamics 365 for Financials – Create Sales Invoice

Posted on: April 17, 2017 | By: Jim Bertler | Microsoft Dynamics Business Central

    You create a sales invoice or sales order to record your agreement with a customer to sell certain products on certain delivery and payment terms. There are a couple of scenarios where you must use a sales order instead of a sales invoice:

 

  • If the company needs to ship only part of an order quantity, for example, because the full quantity is not on hand.

  • If the company sells items that the vendor delivers directly to the customer, known as drop-shipping.

 

If proceeding with a sales invoice is the correct move, then navigate to Sales – Sales Invoices.

 

create sales invoice dynamics 365

 

Click New.

In the Customer field, enter the name of an existing customer.

Other fields in the Sales Invoice window contain standard information about the selected customer.

Fill in the remaining fields in the Sales Invoice window as necessary. Choose a field to read a short description of the field or link to more information.

 

create sales invoice dynamics 365

 

On the Lines FastTab, in the Item field, enter the number of an inventory item or service.

In the Quantity field, enter the number of items to be sold.

The value in the Line Amount field is calculated as Unit Price * Quantity.

The price and line amounts are with or without sales tax, depending on what a user selected in the Prices Including Tax field on the customer card.

If you want to give a discount, enter a percentage in the Line Discount % field. The value in the Line Amount field updates accordingly.

If special item prices are set up on the Sales Prices and Sales Line Discounts FastTab on the customer or item card, the price and amount on the quote line automatically update if the price criteria is met.

Repeat the steps above for every item that needs to be added to the invoice.

 

create sales invoice dynamics 365

 

The totals under the lines are automatically calculated as you create or modify lines.

In the Invoice Discount Amount field, enter an amount that should be deducted from the value shown in the Total Incl. Tax field.

If invoice discounts are set up for the customer, then the specified percentage value is automatically inserted in the Invoice Discount % field if the criteria are met, and the related amount is inserted in the Inv. Discount Amount Excl. Tax field.

 

create sales invoice dynamics 365

 

When the sales invoice lines are completed, click Post.

 

create sales invoice dynamics 365

 

For further insight on Microsoft Dynamics 365 installation and implementation contact Logan Consulting your Microsoft Dynamics 365 Partner of Chicago.

 



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