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Sales Order > Invoices vs Receivables > Invoices and Memos

  • 14 November 2022
  • 4 replies
  • 724 views

Can someone please help understand the difference between the following screens:

The Invoices screen under the Sales Order section vs Invoices and Memos screen under the Receivables section. Attached screenshots below for reference.

 

Img1: Sales Order > Invoice
Img 2: Receivables > Invoices and Memos

 

Thanks!

Best answer by Laura02

Hello @sreeneshc 

When we are selling stock items, we use Sales Orders → Shipments → SO Invoices.

When we are not selling stock items, we can enter invoices directly into AR (using non-stock items or using no item on the lines).

We have many ways to create invoices in Acumatica, depending on the sources of the revenue: Projects Billing, Field Services Billing, Sales Order/Inventory billing, perhaps more … and all these feed into Accounts Receivable module for reporting.

 

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4 replies

Laura02
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  • Captain II
  • 3135 replies
  • Answer
  • November 14, 2022

Hello @sreeneshc 

When we are selling stock items, we use Sales Orders → Shipments → SO Invoices.

When we are not selling stock items, we can enter invoices directly into AR (using non-stock items or using no item on the lines).

We have many ways to create invoices in Acumatica, depending on the sources of the revenue: Projects Billing, Field Services Billing, Sales Order/Inventory billing, perhaps more … and all these feed into Accounts Receivable module for reporting.

 


  • Author
  • Freshman I
  • 2 replies
  • November 14, 2022

@laura01 thank you so much 😀

Just an additional question, if I am looking at all the sales invoices/orders and not the AR invoices, should I be referring to Sales Orders > Sales Orders or Sales Orders > Invoices?


Naveen Boga
Captain II
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  • Captain II
  • 3381 replies
  • November 14, 2022

Yes, that is correct. @sreeneshc   Flow should be like

Sales Orders → Shipments → SO Invoices → Journal Ledgers


  • Author
  • Freshman I
  • 2 replies
  • November 14, 2022

Thanks a lot @Naveen Boga 😀


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