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.
Thanks!
Best answer by Laura02
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+18
Hello
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.
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?
+17
Yes, that is correct.
Sales Orders → Shipments → SO Invoices → Journal Ledgers
Thanks a lot
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