Invoice Creation

In the following, the essential parameter settings necessary for the creation of invoices will be listed. Further information, particularly on the input fields, can be found in the corresponding program description.

1. Program Customer
   Define a customer for which you activate the option Creditworthy.
2. Program Payment Condition
   From the program Customer, enter the Payment Conditions.
   Configure the payment conditions, e.g. Days to payment, Max. overdue days etc.
3. Program Finance Type
   Go to Parameters -> Misc. Params. -> Finance Type. Define a finance type by setting the following parameters:
• Select the finance type Credit.
• Activate the option Credit.
• Activate the option Customer related.
4. Booking in the Sales program
• Select the customer.
• Book the item.
• Calculate the subtotal.
• Close the booking transaction with the payment type credit sale (keyboard code: CREDSALE).
5. Program Customer Delivery
• Select the appropriate delivery via the delivery number.
• Click on the button Delivery print.
• The delivery note will be printed.
6. Program Customer
• Select the customer.
• Click on the button Create invoice.
• Answer the subsequent security query.
• Invoice print is carried out on the default report printer
7. Program Invoice
• Select the invoice.
• An invoice copy can be produced via Menu -> Report -> Print invoice copy
• Payment of the customer invoice can be dealt with either at the terminal or at the administration terminal via program Application -> Customer -> Payment group

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MICROS Retail Deutschland GmbH
Salzufer 8
D-10587 Berlin

Germany