The Sales Transactions section of the Customer ribbon menu contains the order processing functions of the system; Invoice, Credit Memo, Sales Order and Quotation.

 

Invoices are the most common document created in the entrée system and support for this process is accessed using the Invoice drop down menu in the Customer ribbon menu shown here.

 

When a customer places an order, it ultimately becomes an invoice. Invoices may be entered directly into entrée as your customers place their orders or at a later time from an order form that the salesperson my use.

 

 

Invoices can also be converted from an existing Sales Order or Quotation using their respective drop down menus. You also have the Credit Memo feature in this section of the ribbon.

 

 

The purpose of this section is to give an overview of creating invoices manually. That is a data entry operator keying the required order information directly into the entrée system. This section will also detail some other invoice related procedures, such as changing an existing invoice and printing invoice related documents.