Template:ManualDoc:T193

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WS193.png

As shown in the screen above, an invoice schedule can be easily created by entering below data:

  • a Name for the invoice schedule
  • a Description if needed
  • the Invoice Frequency which defines how often sales invoices are going to be issued. The values allowed are:
    • Daily - a daily invoice schedule does not require any additional setup as it implies a daily generation of sales invoices.
    • Monthly or Twice Monthly - a monthly or twice monthly invoice schedule requires to enter additional data such as:
      • Day of the Month - this is the day when the invoice is generated, by example: 1st February.
      • Invoice Cut-Off Day - this is the last day for including the orders to be invoiced, by example: 31st January
    • Weekly - a weekly invoice schedule requires to enter additional data such as:
      • Day of the Week - when the invoice is going to be generated, by example: Saturday
      • Day off the Week Cut-Off - this is the last day of the week for including the orders to be invoiced, by example: Friday.

The process "Generate Invoices" takes into account both:

  • the "Invoice Terms",
    to learn more about "Invoice Terms" visit "Master Data Management // Business Partner // Customer tab".
  • as well as the "Invoice Schedule"

agreed and therefore assigned to each customer.

To learn more about this process, visit "Sales Management // Transactions".