<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/ci/onlinemanual/000008" xml:lang="en">
   <Header>
      <Title>Invoicing</Title>
      <Keyword type="header" order="d1e70486">
         <Level1>Invoicing</Level1>
         <Level2>procedure</Level2>
      </Keyword>
      <Keyword type="header" order="d1e70492">
         <Level1>Procedure</Level1>
         <Level2>Invoicing</Level2>
      </Keyword>
   </Header>
   <GeneralSection>
      <ProcedureList>
         <ListIntro>
            <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef> involves the following procedures:</ListIntro>
         <ListItemHead>Set up <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>
         </ListItemHead>
         <ListItem>Before you can create sales invoices for sales orders, you must
		  define the invoice parameters, the layout of the printed invoices, and the
		  rules for the selection of orders for which LN creates the invoices. See: <Link href="/baanerp/ci/onlinemanual/000006" role="manual">Setting up <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>
            </Link>
         </ListItem>
         <ListItemHead>Print draft invoices in Operations Management
		  (optional)</ListItemHead>
         <ListItem>In the various <Link href="/baanerp/tf/glossary/glossary#000451" role="glossary">Operations Management</Link> packages, you can print a draft invoice to check the invoice
		  and to make corrections to the invoice amounts before you release the order
		  data to <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>. The
		  default template and billing request additions that you define in the <GUIRef href="/baanerp/ci/sli/cisli0100m000" role="session">Sales Invoicing Parameters (cisli0100m000)</GUIRef> session are used for the draft invoice. When you print
		  a draft invoice in Operations Management, the order data is not released to <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>.</ListItem>
         <ListItemHead>Release the invoices to <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef>
         </ListItemHead>
         <ListItem> 
            <List>
               <ListIntro>You can release the order data for invoicing in various
				sessions of the Operations Management packages:</ListIntro>
               <ListItemHead>
                  <GUIRef href="/baanerp/sales" role="package">Sales</GUIRef>
               </ListItemHead>
               <ListItem> 
                  <List>
                     <ListItem>The <GUIRef href="/baanerp/td/sls/tdsls4247m000" role="session">Release Sales Orders/Schedules to Invoicing (tdsls4247m000)</GUIRef> session, which you can
					 start from the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu in the <GUIRef href="/baanerp/td/sls/tdsls4100m000" role="session">Sales Orders (tdsls4100m000)</GUIRef> session or the <GUIRef href="/baanerp/td/sls/tdsls4101m200" role="session">Maintain Deliveries Sales Order Lines (tdsls4101m200)</GUIRef> session. Invoices with a negative
					 amount, for example, for return orders, result in a credit note.</ListItem>
                     <ListItem>The <GUIRef href="/baanerp/td/cms/tdcms2201m000" role="session">Release Commissions/Rebates to Invoicing (tdcms2201m000)</GUIRef> session.</ListItem>
                  </List>
               </ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/tp" role="package">Project</GUIRef>
               </ListItemHead>
               <ListItem>The <GUIRef href="/baanerp/tp/pin/tppin4200m000" role="session">Transfer Project Data to Central Invoicing (tppin4200m000)</GUIRef> session.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/ts" role="package">Service</GUIRef>
               </ListItemHead>
               <ListItem> 
                  <List>
                     <ListIntro>Service order invoicing data is released to <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef> when you set an
					 actual cost line to <GUIRef href="" role="manual">Costed</GUIRef> in one of the following sessions:</ListIntro>
                     <ListItem>
                        <GUIRef href="/baanerp/ts/soc/tssoc2120m000" role="session">Service Order Estimated Material Costs (tssoc2120m000)</GUIRef>.</ListItem>
                     <ListItem>
                        <GUIRef href="/baanerp/ts/soc/tssoc2130m000" role="session">Service Order Estimated Labor Costs (tssoc2130m000)</GUIRef>.</ListItem>
                     <ListItem>
                        <GUIRef href="/baanerp/ts/soc/tssoc2140m000" role="session">Service Order Estimated Other Costs (tssoc2140m000)</GUIRef>.</ListItem>
                     <ListItem>
                        <GUIRef href="/baanerp/ts/soc/tssoc2100m000" role="session">Service Orders (tssoc2100m000)</GUIRef>.</ListItem>
                     <ListItem>
                        <GUIRef href="/baanerp/ts/soc/tssoc2110m000" role="session">Service Order Activities (tssoc2110m000)</GUIRef>.</ListItem>
                  </List>
               </ListItem>
               <ListItem>Service call invoicing data is released to <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef> if on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu of the <GUIRef href="/baanerp/ts/clm/tsclm1105s000" role="session">Call Invoicing (tsclm1105s000)</GUIRef> session, you click <GUIRef href="/baanerp/ts/clm/tsclm1105s000#create.invoice" role="command">Create Invoice</GUIRef>.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/fm" role="package">Freight</GUIRef>
               </ListItemHead>
               <ListItem>Freight order data is released to <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef> in the <GUIRef href="/baanerp/fm/fri/fmfri0210m000" role="session">Release to Invoicing (fmfri0210m000)</GUIRef> session. See: <Link href="/baanerp/fm/onlinemanual/000029" role="manual" Update="No">The freight invoicing process</Link>
               </ListItem>
               <ListItem>If you select the <GUIRef href="/baanerp/td/sls/tdsls4101m000#tdsls401.frin" role="manual">Invoice for Freight</GUIRef> check box in the <GUIRef href="/baanerp/td/sls/tdsls4101m000" role="session">Sales Order Lines (tdsls4101m000)</GUIRef> session, freight order data is automatically released
				to <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef> when you
				release sales orders. See: <Link href="/baanerp/td/onlinemanual/000396" role="manual">Integration freight invoicing and sales invoicing</Link>.</ListItem>
               <ListItemHead>
                  <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef>
               </ListItemHead>
               <ListItem>Interest invoices from the <GUIRef href="/baanerp/tf/acr" role="module">Accounts Receivable</GUIRef> module, in the <GUIRef href="/baanerp/tf/acr/tfacr5220m000" role="session">Transfer Interest Invoices To SLI (tfacr5220m000)</GUIRef> session.</ListItem>
               <ListItem>Debit notes and credit notes from the <GUIRef href="/baanerp/tf/cmg" role="module">Cash Management</GUIRef> module. See: <Link href="/baanerp/tf/onlinemanual/000323" role="manual">The cash application procedure</Link> and <Link href="/baanerp/ci/onlinemanual/000009" role="manual">Direct processing of invoices</Link>.</ListItem>
               <ListItem>In addition, you can create <Link href="/baanerp/ci/glossary/glossary#000016" role="glossary">manual invoices</Link> directly in <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef> in the <GUIRef href="/baanerp/ci/sli/cisli2520m000" role="session">Manual Sales Invoice Data (cisli2520m000)</GUIRef> session. See: <Link href="/baanerp/ci/onlinemanual/000012" role="manual">Manual sales invoices</Link>.</ListItem>
            </List>
         </ListItem>
         <ListItemHead>Compose, print, and post the invoices</ListItemHead>
         <ListItem>Compose the invoices for the released orders and print the
		  original invoices. You can customize the invoice text and layout. Send the
		  printed invoices to your business partners using various invoice delivery
		  methods. When you post the invoices, the ledger accounts in the <GUIRef href="/baanerp/tf/gld" role="module">General Ledger</GUIRef> module,
		  and open entries in the <GUIRef href="/baanerp/tf/acr" role="module">Accounts Receivable</GUIRef> module, are updated. See: <Link href="/baanerp/ci/onlinemanual/000001" role="manual">The invoicing procedure</Link>.</ListItem>
         <ListItemHead>Remove the invoicing data</ListItemHead>
         <ListItem>Use the <GUIRef href="/baanerp/ci/sli/cisli3210m000" role="session">Purge Sales Invoice Data (cisli3210m000)</GUIRef> session regularly to remove the invoicing data
		  and the posted invoices from the <GUIRef href="/baanerp/ci" role="package">Invoicing</GUIRef> tables. You can archive the data to the <GUIRef href="/baanerp/tf/gld/tfgld0503m000#tfgld004.hcmp" role="manual">History Company</GUIRef> of the current financial company.</ListItem>
      </ProcedureList>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/ci/onlinemanual/cisli" role="manual">
            <GUIRef href="/baanerp/ci/sli" role="module">Sales Invoicing</GUIRef>
         </Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/ci/onlinemanual/000001" role="manual">The invoicing procedure</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/fm/onlinemanual/000029" role="manual" Update="No">The freight invoicing process</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000062" role="manual">Overview of sales order handling</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/ci/onlinemanual/000013" role="manual">Interest invoices</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/td/onlinemanual/000408" role="manual">Overview of commissions and rebates</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tp/onlinemanual/000041" role="manual" Update="No">To use invoicing for projects</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tp/onlinemanual/000051" role="manual" Update="No">To use progress invoicing for projects</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>