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
- Navigate to Debtors / Invoices / Enter Invoice.
Enter the invoice details
- Enter (or select) the customer account number in the Account text box.
- 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.
- Enter the invoice date in the Date text box.
- Enter a customer reference in the Customer Ref text box, if applicable.
- Enter (or select) the rep code of the appropriate sales rep in the Rep Code text box, if applicable.
- Enter the appropriate method of delivery in the Del textbox.
Call up the appropriate buy-out
- Select the first open line under the ITEM NUMBER column.
- Press the F4 key on your keyboard.
- Enter (or select) the SRV number of the appropriate buy-out in the SRV Number text box.
- Enter the description you want to reflect on the invoice in the Description text box.
- 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
- Click the Accept button.
- Fill in the information in the Enter Message window as required, and click the Accept button.
- Specify the print options and click the Ok button, or click the Cancel button to close the window.