Why Acumatica has two screens for Invoices ?

AR641000 is accessed via Accounts Receivable menu and SO643000 is accessed via Sales Orders menu.

An end user may not use the Sales Order module yet still have a need to print an AR invoice.

Permissions for users may limit what modules are accessible, yet the need for printing an invoice is needed.

There is also additional information and functionality stored on the SO643000 screen that is specific to the Sales Order module.

Also, out of the box, the Sales Order Invoice screen prints invoice template SO641000 while the Receivables Invoice screen prints AR641000 so there are 2 different formats.

​@skumar98 

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Please review above once.

AR641000 : Focused on invoices generated directly in the Accounts Receivable (AR) module. These invoices are independent of Sales Orders and may be created for scenarios like direct billing or adjustments (e.g., credit/debit memos). Used for standalone AR workflows or invoices not linked to a Sales Order.
 

SO643000 : Specifically tied to the Sales Order module and represents invoices generated as a result of fulfilling Sales Orders. These include additional details like shipping, fulfillment, and inventory-related data. Integrates tightly with the Sales Order processing workflow, ensuring data consistency for orders, shipments, and inventory.

Hi ​@skumar98 

1. SO643000: Used to print Invoices (SO303000). With the Invoices screen (SO303000) helps you control the entire sales process from steps such as: Sales Order -> Shipments -> Invoices. And the Invoices screen (SO303000) allows you to enter sales items with inventory (Finished Good)
2. AR641000: Used to print Invoices and Memos (AR301000), with the Invoices and Memos screen (AR301000), you can directly enter sales invoices from this screen without going through the steps of Shipments -> Invoices. However, with this screen you cannot enter items with inventory (Finished Good), you can only enter items such as: Non-Stock Item, Service,…

Best Regards,

NNT