Why:
For each vehicle order you have the option to create a single invoice or a split invoice (where up to 3 invoices can be created for different customers).
Where:
From the Vehicle Order View, highlight the vehicle order that you would like to work with and right-click, then select Invoice > Primary Invoice. This will display a Number of Invoices window.
How to Invoice Vehicle Orders:
The Number of Invoices window is where you indicate if wish to create a single invoice for this vehicle order or if you wish to split the invoice value between two or three different customers.
To invoice one customer for the entire deal, make sure that the number of invoices is '1' and input the desired customer number.Click OK to go to the Create Primary Invoice window.
In the Create Primary Invoice window you can review the customer details and invoice values. Tax code and Print on Invoice can be changed on an invoice line by right-clicking and selecting the appropriate option.
The free format text field is where you can input any additional information that you would want to see printed on the invoice. Hint: select the Show/Hide Text icon to hide this section of the screen and display more of the invoice lines. Enter the required invoice date and the correct payment terms for this customer/deal. Check the alternate currency checkbox to print the invoice in another currency. If appropriate, verify/amend the language in which the invoice will print.
Click on the Preview icon to see a preview of the printed vehicle invoice. Click OK to complete the invoice. A Print Invoice window will be displayed input the required information and click OK. To print a proforma invoice, select Invoice Type of proforma. A confirmation message will be displayed when the invoice has been printed.
What else would you like to do?
Registering an Invoice as Paid.
Related Topics:
Creating Split Invoices for a Vehicle Order.
Financial Details of a Vehicle Order.