D365 F&O: Customer Invoicing Basics

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In this video.

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We'll look at the fundamentals of customer invoicing a customer invoice.

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Is created based on.

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A sales order or a packing slip?

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So we'll go to our sales orders under accounts receivable and we'll see the status of sales orders changes to invoiced when both the invoice.

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Remainder, quantity and the deliver remainder quantity for all items on the sales order are zero.

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Also, inventory transactions are updated with the invoice number.

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Now we'll generate an invoice from this highlighted sales order invoice, generate invoice.

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And the quantity will leave at all. Posting, yes, we won't print this invoice and click OK. We'll get a warning about printing.

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And OK.

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Operation completed.

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And we see the status has changed to invoiced.

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We can also create a free text invoice which is not related to a sales order by going back to accounts receivable or free text invoices and we'll create a new free text invoice.

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Enter the customer account.

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And we have to manually enter a description.

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The main account.

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And an amount.

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When we're ready, we'll post that.

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And select OK.