Service Provider invoices Customer

After the order has been approved and goods receipting processed, the Service Provider needs to invoice the Customer.

1. On the Project Parts page, select the Invoicing tab.
   The Customer and Supplier invoice summaries are displayed.
   

2. To view the invoice, click the Invoice Number link.
   

    Alternate way to view invoice

   The invoice can also be viewed from the main menu: Financials > Customer Invoices.

   

   
   The Customer Invoice page displays.
   

3. Edit the details of the Customer invoice as required.
   Most aspects of the invoice can be edited, including the invoice date, address, title, terms and amount.
   
   

4. Click the Save button to save the edited details.
   
   

   The invoice Net value can only be decreased. If you increase it and try to save, you will get the error message "Value must be less than or equal to <original amount>".

   Customer Invoice and Credit Note - Button Functions

   Action	Description
   	Save the Customer invoice / credit note.
   	Preview the Customer invoice / credit note in the PDF format that will be sent to the Customer. Tip > This is very useful for checking your edits before approving.
   	This allows you to combine multiple line items in a single Customer invoice. Tip > The Tax Code must be set to add a line item. Click Add Line Items. Select the items from the list. Click Add selected. The line items will be added to the invoice.
   	Download the invoice data as a comma separated value file.  The file can be managed using Microsoft Excel or other spreadsheet programs.
   	Create a credit note for the Customer. For more information see Creating a Customer Credit Note.
   	Approve the Customer invoice or Credit Note. This sets the Customer Invoice / Customer Credit Note status to Approved.
   	Automatically sends the Customer invoice / Credit Note as a PDF attached to an email.
   	This also sends the Customer invoice / Credit Note as a PDF attached to an email. The difference to Issue is that you can edit the email before sending.
   	This both saves the Customer Invoice and makes it read-only. Once the invoice is archived it can no longer be edited, even if the Part is unlocked. Be certain no more changes will be required before archiving.
   	Delete a Credit Note (you can archive a Customer invoice, but not delete it).