Invoices Workspace

Use this workspace to create and print out invoices to your customers

The Invoices tab displays general and account information. After you specify customer and invoice information in the tab, you enter items and text lines to the invoice in the Invoice Lines sub-tab.

When you enter the customer number, Maconomy retrieves information from the Customer Information Card. Maconomy then inserts this information into the corresponding fields in the invoice. You can change most of this information.

When you create an invoice, you first enter the number of the customer that the delivery involves. Maconomy checks that the customer exists in the Accounts Receivable module, and that the customer is not blocked for invoicing. Maconomy then checks that the customer's credit limit is not exceeded. If it is, Maconomy alerts you. You can then choose not to create the invoice before the customer has paid overdue bills. Any earlier invoices to the customer must be posted to be included in Maconomy's credit limit evaluation. Similarly, sales and credit orders must be approved or posted before they are included in the credit maximum evaluation. Maconomy also alerts you if the customer's credit limit is exceeded while you add item lines to an invoice. When checking whether the customer's credit limit has been exceeded, Maconomy checks the current customer's credit limit at the enterprise level as well as at the company level. See the description of the fields in the Credit Limit island in the Payment Information and Company Specific Payment Information workspaces in the A/R module for more information about how Maconomy handles credit limits.

When you create an invoice, Maconomy uses information from other Maconomy workspaces-for example, price lists and quantity discounts-that you maintain in the Inventory module. When pricing items, Maconomy uses the reservation date on the separate order line as a reference to the issue of the price list that is valid at the time of delivery.