Creating a Simple Invoice from the Sales Order Record Pre-Fonteva 20Spring
Navigate to the Sales Order tab.
Click New. The New Sales Order modal will open.
Select the Account or Contact making the purchase using the lookup.
Select the Entity. This designate whether the Account or Contact is responsible for payment.
Select Invoice as the Posting Entity and Simple Invoice as the Schedule Type.
Click Save. The new Sales Order record will open.
Navigate to the Sales Order Lines related list under Related and click New. The New Sales Order Line modal will open. Adding a Sales Order Line to the Sales Order will link each product and service offered to an item in the eStore.
Search for an item in the Item lookup field or click + New Item to create a new item.
Enable the Price Override checkbox if a price less than the item's List Price is to be applied. If no Price Rule is linked to the Sales Order, manually enter the discount Sales Price through the Sales Order Line record.
Type the item quantity in the Quantity field.
Click Save to create the Sales Order Line. Click Save & New to save the current Sales Order Line and create a new one.
Navigate back to the Sales Order Details to review and, if necessary, amend the invoice.
Select Closed from the Status picklist.
Click Save. The record must be saved between Closing and Posting a Sales Order in order for the invoice to be created. Additionally, the invoice can still be edited at this time without any Accounting impact up until the time it is Posted.
Select Posted from the Posting Status picklist under Summary.
Click Save. The related https://fonteva.atlassian.net/wiki/spaces/userguide/pages/854240324 (journal entries) are entered into the General Ledger once the Invoice is posted.
Navigate to the Invoices related list and click on the newly created Invoice to view further transaction details, such as Invoice Lines.