Delivery Invoice ListDelivery Invoice List

Delivery Invoices are only created from Sales Orders when utilizing one of the RFP (Request For Payment) billing methods. Delivery invoices are internal invoices and are not intended to send to customers. That is the reason there is a separate view of delivery invoices. All customer-facing invoices are viewed in the Invoices List. Internal Delivery invoices are displayed here. (Yes, we know we just repeated ourselves, but it is important to understand that Delivery Invoices are not sent to customers.)

Note: Did you get the fact that we think it is important for you to understand that delivery invoices are internal documents and not sent to customers? Good!!!

The purpose of the delivery invoice is to track the goods and services that have been physically delivered to the customer. When pushed to QuickBooks, these invoices adjust inventory levels, recognize revenue, relieve customer deposits, and calculate sales tax due.

Other than the fact Delivery Invoices are created only on sales orders and are internal only, they look and function just like a regular invoice. So, rather than rewrite how invoices work, we’ll refer you to the Invoice section of the manual. [ Read More ]


Apply Credits to InvoiceApply Credits to Invoice

Apply Credits to delivery invoices

One unique feature of RFP delivery invoices deals with the Auto Apply Credits button. Auto applying credits to a delivery invoice will only apply credits that have made on the related Request For Payment. In other words, if a customer makes a payment on Sales Order A and Sales Order B, only payments from Sales Order A will be available as credits on delivery invoices for Sales Order A. Payments made against Sales Order B will not be available to claim on Sales Order A.

Last modified: 7 May 2020

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