Process sales invoices (SO505000)

This topic gives you information about the elements that you find in this window in Visma Net, such as fields, field values, buttons, and check boxes.

In this window, you can perform a variety of processing actions on multiple sales invoices and notes. You can specify selection criteria to narrow the list of invoices and notes in the window. You can then process all the documents on the list or only the ones you select.

If you release the invoices and notes, the related inventory transactions will be also created. The prepared inventory documents will be released automatically if the Automatically release inventory documents option is selected in the Sales order preferences (SO101000) window; otherwise, you need to manually release these documents.

Button Description
View document Click this to view the document selected in the table in the Customer invoices window that pops up.
Process Applies the selected processing (based on the option you have specified in the Action field) to the selected documents.
Process all Applies the selected processing to all documents.

Here, you can choose the date range and customer for which documents will displayed, as well as the operation the system performs if you click Process or Process all.

Element Description

Action

The processing operation the system performs when you click Process or Process all.
Select one of the following options:
  • Release
    To release the selected documents.
  • Post invoice to inventory
    To update the availability data in the Inventory workspace in accordance with the selected documents.
  • Release from credit hold
    To release the documents from credit hold so they can be saved with the Balanced status.
  • Print invoice
    To print the selected invoices for sending them by postal mail.
    The document selected for processing will be printed only if the following conditions are met:
    • This document has not been printed before (the Printed check box is cleared in the Customer invoices (SO303000) window)
    • The customer account has the Print invoices check box selected
    • The Credit hold check box is not selected for this document
    For more details, see: About mailings for customers.
  • Poll invoice status
  • Email invoice
    To email the selected invoices.
    The document selected for processing will be emailed only if the following conditions are met:
    • This document has not been e-mailed before (the Emailed check box is cleared in the Customer invoices (SO303000) window)
    • The customer account has the Send invoices by email check box selected
    • The Credit hold check box is not selected for this document

For more details, see: About mailings for customers.
Customer The customer (by its ID) for which you want to display documents.

Start date

The start date of the date range for which you want to display documents.

End date

The end date of the date range for which you want to display documents.

This table displays the sales invoices that meet the selection criteria you have specified. You can process all documents or only those you select.

Button Description
View document Navigates to the Customer invoices (SO303000) window so that you can view all the details of the selected document.
Column Description
Type The type of document, which can be one of the following options:
  • Invoice
    For a document used to invoice a customer for goods shipped
  • Credit note
    For a document used to credit a customer for returned goods
  • Debit note
    For a document used to correct undercharging invoices
  • Cash sale
  • Credit return
Reference no. The reference number of the document.
Customer The customer that ordered goods or services.
Customer name The name of the customer that ordered goods or services.

Location

(This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The customer location from which the goods or services were ordered.

Location name

(This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)

The name of the location from which the goods or services were ordered.

Customer order

The reference number of the document as assigned by the customer.
Status The status of the document, which is assigned automatically.
Date The date of the document.
Post period The financial period to post the transactions generated by the document.
Amount The amount of the document.
Currency The currency of the document.

Invoice text

The description provided for the document.

Terms

The payment terms used in relations with the customer.

Email

(This column is only available when you select the Email invoice action.)

The email address to which the invoice will be sent.

Related concepts

About predefined mailings for customers and suppliers

About mailings for customers

Manage mailings - overview