Sales Invoice Window

This topic applies to Microsoft Dynamics C5 2016 and solutions that use the Simplified UX objects.

Specifies a sales invoice that is not yet posted.

You create a sales invoice to record your agreement with a customer to sell certain products on certain delivery and payment terms.

You can negotiate with the customer by first creating a sales quote, which you can convert to a sales invoice when you agree on the sale. For more information, see How to: Make Offers (Simplified).

After the customer has confirmed the agreement, for example after a quote process, you post the sales invoice to record your obligation to deliver the products as agreed. When you post the sales invoice, you also output the invoice as a document that you must send to the customer as a copy of the agreement.

In most business environments, you now fulfill the agreement by delivering the products. In turn, the customer fulfills their agreement by paying for the products according to the payment terms, for example within 14 days. In business environments where the customer must pay before products are delivered, such as in retail, you must wait for the receipt of payment for the products before you deliver the products. For more information, see How to: Process Payments.

The following table shows tasks that are related to the Sales Invoice window, with links to the topics that describe them.

To See

Create a sales invoice to record your agreement with a customer to sell products on certain delivery and payment terms.

How to: Invoice Sales (Simplified)

Create a customer card for each customer that you sell to.

How to: Register New Customers (Simplified)

Create a sales quote where you offer products on negotiable terms before converting the quote to a sales invoice.

How to: Make Offers (Simplified)

Create a purchase invoice for all or selected lines on a sales invoice.

How to: Purchase Products for a Sale (Simplified)

Other Tasks

The following table shows other tasks that you can perform with Microsoft Dynamics C5 2016 and solutions using Simplified UX objects, with links to the topics that describe them.

To See

Create a purchase invoice to record your agreement with a vendor to purchase products on certain delivery and payment terms.

How to: Record Purchases (Simplified)

Perform an action on an unpaid posted sales invoice to automatically create a credit memo and either cancel the sales invoice or recreate it so you can make corrections.

How to: Correct or Cancel Unpaid Sales Invoices (Simplified)

Create a sales credit memo to revert a specific posted sales invoice to reflect which products the customer returns and which payment amount you will refund.

How to: Process Sales Returns or Cancellations (Simplified)

Perform an action on an unpaid posted purchase invoice to automatically create a credit memo and either cancel the purchase invoice or recreate it so you can make corrections.

How to: Correct or Cancel Unpaid Purchase Invoices (Simplified)

Create a purchase credit memo to revert a specific posted purchase invoice to reflect which products you are returning to the vendor and which payment amount you will collect.

How to: Process Purchase Returns or Cancellations (Simplified)

Create a vendor card for each vendor that you purchase from.

How to: Register New Vendors (Simplified)

Create an item card for each inventory item or service that you trade in.

How to: Register New Products (Simplified)

Increase or decrease an item’s inventory quantity, for example after a physical count or as a simple way to record purchase receipts.

How to: Adjust Inventory (Simplified)

Tip

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See Also

Other Resources

Design Products
Purchasing
Sales
Finance
Working with Microsoft Dynamics NAV
Small Business Role Center
How to: Prepare Small-Business Setup Data (Simplified)
How to: Send Documents as Email