Sales (Accounts Receivable) / Sales Invoice

5.0. Sales Invoice

How to create a Sales Invoice?


Alert
STEPS: Alert
  1. Go to SALES > INVOICE
  2. Click NEW
  3. Customer Select: 
    EveryDay Customer Pte Ltd
  4. S/N enters: 1.
  5. ITEM select: SVC001
  6. DESCRIPTION: 
    Collect From: Changi Airport
    Deliver To: Jurong Island
    Contact: Mr Ho
  7. QTY enter: 5
  8. Check amount is 436.00
  9. Click ADD
    - To save the document

How to create Sales Invoices by importing from Delivery Order?



Understanding how to create Sales Invoices by importing from a Delivery Order in OCi SAM is essential for accurate and efficient billing. This function allows users to quickly generate invoices based on fulfilled deliveries, ensuring that customers are billed correctly for the goods or services they have received. By eliminating manual data entry and directly linking the invoice to the delivery order, this process minimizes errors, speeds up the invoicing cycle.

Alert
STEPS:
  1. Click SALES activity
  2. Click INVOICE module
  3. Click NEW
  4. CUSTOMER select EveryDay Customer Pte Ltd
    1. You have to first select the customer before the import process
  5. Click IMPORT
  6. Click D.O.
  7. Select your D.O.
    1. After clicking on import, you are able to view the outstanding documents that you can import in Invoice.
  8. Click ADD ALL ROWS
  9. Click BACK
    1. This will import the entire content of the D.O. into Invoice.
  10. QTY amend to 10
  11. Click ADD
    1. Assuming you are doing a partial invoice.