Sales Order > Invoices vs Receivables > Invoices and Memos

  • 14 November 2022
  • 4 replies

Userlevel 1

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




Best answer by Laura02 14 November 2022, 14:07

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4 replies

Userlevel 1

Thanks a lot @Naveen Boga 😀

Userlevel 7
Badge +19

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

Sales Orders → Shipments → SO Invoices → Journal Ledgers

Userlevel 1

@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?

Badge +18

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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