Search HansaManuals.com HansaManuals Home >> Standard ERP >> Sales Ledger >> Invoice Register Previous Next Entire Chapter in Printable Form Search This text refers to program version 4.0 Inspecting and Approving Invoices Before an Invoice is sent to a Customer, it should be checked and approved, to ensure that the Customer is charged for the correct things. The approval causes the Invoice to be inserted into your Sales Ledger.When an Invoice is approved, if so defined in the Sub Systems setting in the Nominal Ledger, a transaction is created and automatically transferred to the Nominal Ledger. This transaction will be assigned a journal number that is the same as the Invoice Number. The Sales Ledger is organised so that only approved Invoices are available for the registration of incoming payments. There are three ways to approve an Invoice:
You can choose to have an Activity created automatically when each Invoice is approved. This is controlled using the Activity Types, Subsystems setting in the CRM module: please refer here for full details. The Task Type of each new Activity will be To Do, and the Symbol will be Other. The Start Date of the Activity will be the Due Date of the Invoice, and the Person will be the Sales Person from the Invoice. The initials of the current user will appear in the Cc field of the Activity. |