Invoice Creation - Menu Options

When you are processing an invoice, picking slip or quote, you can use the menu options on the Invoice Creation screen to perform various tasks such as editing the invoice header, choosing between editing items and text, converting a backorder to an invoice, loading contract items into an invoice, or viewing information for Field Service orders.

Technical Tip The FIELD SERVICE menu options only apply if your company is using the Field Service module to manage a fleet of mobile technicians or installers. The registration code for Field Service must be turned on in your company registration. For more information about Field Service, see "Wide Warehouse Scheduler - Field Service".

To edit an invoice, picking slip or quote:

1. Create a new invoice, picking slip or quote, or recall an existing one.

Refer to "Creating a New Invoice, Picking Slip or Quote" or "Recalling an Invoice, Picking Slip or Quote".

Micronet displays the Invoice Creation screen.

2. You can perform any of the following edits or actions on the Invoice Creation screen if required.