1. On the Role Center, choose Open Sales Invoices.

2. On the Home tab, in the New group, choose New.

3. In the Customer Name field, enter the name of an existing customer. This is a search-as-you-type field. Name is the default filter.

   Note
   If you prefer to find and enter customers by number or telephone number, then you can easily change the default filter. For more information, see How to: Enter Data.

   Other fields on the sales invoice header are now filled with the standard information of the selected customer. If the customer is not registered, then follow these steps:

   1. In the Customer Name field, enter the new customer’s name, and then leave the field.

   2. In the dialog box that appears, choose the Yes button.

   3. In the Customer Templates window, choose a template to base the new customer card on, and then choose the OK button.

      A new customer card opens, prefilled with the information on the selected customer template. The Name field is prefilled with the new customer’s name that you entered on the sales invoice in step 3.a..

   4. Proceed to fill fields on the customer card that were not prefilled from the template and fields that are specific to the new customer, such as address and contact information. For more information see How to: Register a New Customer.

   5. When you have completed the customer card, choose the Close button to return to the Sales Invoice window.

      Fields on the sales invoice header are filled with information that you specified on the new customer card in step 3.d. Any fields that are not prefilled, you can now fill directly on the sales invoice.

4. Fill in the fields in the Invoice Details group as described in the following table.

   Field	Description
   Posting Date	Specify the date when you want the sales invoice posting to be recorded. By default, today’s date is entered.
   Document Date	Specify the date that you want to record as the creation date, for example on the printed sales invoice. By default, today’s date is entered.
   Shipment Date	Specify the date when you expect to ship the products on the sales invoice. By default, today’s date is entered.
   Tax Bus. Posting Group	Specify the customer’s Tax specification to link transactions made for this customer with the appropriate general ledger account according to the Tax posting setup.

   Fill in the fields in the Payment Details group as described in the following table.

   Field	Description
   Payment Terms Code	Specify a predefined code for the formula that calculates the payment due date, payment discount date, and payment discount amount on sales invoices for the customer.
   Due Date	Specify when the sales invoice must be paid. By default, the field is calculated as the date in the Shipment Date field plus the period defined in the Payment Terms Code field.
   Payment Method Code	Specify a predefined code for the method that the customer usually uses to submit payment, such as bank transfer or check.

   The sales invoice header is completed. Proceed to fill the sales invoice lines with inventory items or services that you are selling to the customer.

   Note
   If you have set up recurring sales lines for the customer, such as a monthly replenishment order, then you can insert this line on the invoice by choosing the Get Std. Cust. Sales Codes button. For more information, see How to: Use Standard Sales Lines.

5. On the Lines FastTab, in the No. field, enter the number of an inventory item or service. This is a search-as-you-type field. No. is the default filter.

   Note
   If you prefer to find and enter items by name, then you can easily change the default filter. For more information, see How to: Enter Data.

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

   Note
   For items of type Service, the quantity is a time unit, such as hours, as indicated in the Unit of Measure Code field on the line.

   The Line Amount field is updated to show the value in the Unit Price field multiplied by the value in the Quantity field.

   The price and line amount are shown with or without Tax depending on what you selected in the Prices Including VAT field on the customer card.

   Note
   If you have set up specific item prices for the customer, then the price and amount on the invoice line are automatically updated if the agreed price criteria are met. For more information, see How to: Create Sales Prices for a Customer.

7. In the Line Discount % field, enter a percentage if you want to grant the customer a discount on the product. The value in the Line Amount field is updated accordingly.

   Note
   If you have set up specific item discounts for the customer, then the line discount percentage, price, and amount on the invoice line are automatically updated if the agreed discount criteria are met. For more information, see How to: Create Sales Line Discounts for a Customer.

8. Repeat steps 5 through 7 for every item that you want to sell to the customer.

   The totals shown at the bottom of the sales invoice are automatically calculated as you modify the lines or create new lines.

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

   Note
   If you have set up invoice discounts for the customer, then the specified percentage value is automatically inserted in the Customer Invoice Discount % field if the criteria are met, and the related amount is inserted in the Invoice Discount Amount field. For more information, see How to: Set Up Invoice Discount Terms.

10. When the sales invoice lines are completed, on the Home tab, in the Posting group, choose Post and Send To, and then choose Printer, Email as PDF, or XML File.

The sales invoice is now registered as your obligation to fulfill the agreement, and the sales invoice is output as a document. The sales invoice is removed from the list of sales invoices and replaced with a new document in the list of posted sales invoices, which you access from the Role Center.

If you selected Printer in step 10, then the sales invoice is printed as a document that you can send to the customer. If you selected Email as PDF in step 10, then an email is created prefilled with the customer’s email address, and the sales invoice is attached as a PDF file.

Note
To create an email, Microsoft Outlook 2010 or 2013 must be installed on the computer on which you are using .

If you selected XML File in step 10, then you can transfer the invoice electronically (in Denmark only). For more information, see How to: Create Electronic Documents by Using OIOUBL.

Tasks