| # Using Invoicing Using Invoicing includes these tasks: Set up Invoicing 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. Print draft invoices in Operations Management (optional) In the various Operations Management 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 Invoicing. The default template and billing request additions that you define in the SLI Parameters (cisli0100m000) session are used for the draft invoice. When you print a draft invoice in Operations Management, the order data is not released to Invoicing. Release the invoices to Invoicing You can release the order data for invoicing in various sessions within LN: Sales Release Sales Orders/Schedules to Invoicing (tdsls4247m000), which you can start from the appropriate menu in the Sales Orders (tdsls4100m000) session or the Maintain Deliveries Sales Order Lines (tdsls4101m200) session. Invoices with a negative amount, for example, for return orders, result in a credit note. Release Commissions/Rebates to Invoicing (tdcms2201m000) Project Transfer Project Data to Central Invoicing (tppin4200m000) Service Service order invoicing data is released to Invoicing when you set an actual cost line to Costed in one of these sessions: Service Order Estimated Material Costs (tssoc2120m000) Service Order Estimated Labor Costs (tssoc2130m000) Service Order Estimated Other Costs (tssoc2140m000) Service Orders (tssoc2100m000) Service Order Activities (tssoc2110m000) Service call invoicing data is released to Invoicing if from the appropriate menu of the Call Invoicing (tsclm1105s000) session, you select Create Invoice. Freight Freight order data is released to Invoicing in the Release to Invoicing (fmfri0210m000) session. If you select the Invoice for Freight check box in the Sales Order Lines (tdsls4101m000) session, freight order data is automatically released to Invoicing when you release sales orders. Financials Interest invoices from the Accounts Receivable module, in the Transfer Interest Invoices To SLI (tfacr5220m000) session. Debit notes and credit notes from the Cash Management module. In addition, you can create manual invoices directly in Invoicing in the Manual Sales Invoice Data (cisli2520m000) session. Compose, print, and post the invoices 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 General Ledger module, and open entries in the Accounts Receivable module, are updated. Remove the invoicing data Use the Purge Sales Invoice Data (cisli3210m000) session periodically to remove the invoicing data and the posted invoices from the Invoicing tables. You can archive the data to the History Company of the current financial company. Related topics Setting up Invoicing The freight invoicing process Integration freight invoicing and sales invoicing Cash application procedure Direct processing of invoices Manual sales invoices Invoicing Invoicing procedure Overview of sales order handling Interest invoices Overview of commissions and rebates To use invoicing for projects To use progress invoicing for projects |