Invoicing a buy-out

Invoicing a buy-out is very similar to invoicing a normal stock item. In fact, the steps are exactly the same except when it comes to actually selecting the buy-out.

A buy-out can be added to an array of documents like a sales order or CRO, but this guide will focus on how to invoice a buy-out. Have a look at this guide to see how to add a buy-out to a document.

Note that a buy-out cannot be added to a quotation.

Watch this video to see how to invoice a buy-out or follow the steps below it.

Navigate to the correct window

  1. Navigate to Debtors / Invoices / Enter Invoice.

Enter the invoice details

  1. Enter (or select) the customer account number in the Account text box.
  2. When you click on the Account text box the following message box will appear: ‘You have not entered a sales order number – do you want to accept it?‘, click the Yes button.
  3. Enter the invoice date in the Date text box.
  4. Enter a customer reference in the Customer Ref text box, if applicable.
  5. Enter (or select) the rep code of the appropriate sales rep in the Rep Code text box, if applicable.
  6. Enter the appropriate method of delivery in the Del textbox.

Call up the appropriate buy-out

  1. Select the first open line under the ITEM NUMBER column.
  2. Press the F4 key on your keyboard.
  3. Enter (or select) the SRV number of the appropriate buy-out in the SRV Number text box.
  4. Enter the description you want to reflect on the invoice in the Description text box.
  5. Click the Accept button.

The amount being invoiced is dependant on what you have entered in the price structure for buy-outs, but can be edited on the invoice being created.

Save the buy-out invoice

  1. Click the Accept button.
  2. Fill in the information in the Enter Message window as required, and click the Accept button.
  3. Specify the print options and click the Ok button, or click the Cancel button to close the window.
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