About Orders, Shipments, and Invoices
About Pre-authorizing, Capturing, and Forcing Credit Card Payments
You can use the O/E Order Entry screen to invoice goods as you ship them.
Before you start
- If you use Payment Processing, you must use the O/E Order Entry screen to capture or void any pre-authorized credit card prepayments for an order or shipment before creating an invoice. (You cannot post a shipment if it has any outstanding credit card pre-authorizations.)
To invoice goods when shipping:
- Order Entry > O/E Transactions.
- Order Entry.
- In the detail table, enter an amount in the Quantity Shipped field for at least one detail line.
- On either the Order tab or the Totals tab, select the Create Invoice option.
- On the Totals tab, review invoice information. More...
- Click Post.
When you try to post an invoice that will put a customer account over its credit limit, Order Entry displays a warning message and the following customer information:
- Credit limit
- Outstanding Accounts Receivable balance
- Order amount
- Last invoice amount and date
- Last payment amount and date
If you use security, you or your supervisor must enter a user ID and password to approve credit before you can post the invoice.
If you are not authorized to override the credit limit, or if you want to put the order on hold for later invoicing, select On Hold. If an order is on hold, you can post the order but you cannot ship goods and produce an invoice until you clear the on-hold status.