{"id":5456,"date":"2014-07-31T12:23:48","date_gmt":"2014-07-31T12:23:48","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=5456"},"modified":"2018-11-19T08:53:14","modified_gmt":"2018-11-19T08:53:14","slug":"invoicing-modes-for-customer","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2014\/07\/31\/invoicing-modes-for-customer\/","title":{"rendered":"How to use \u2018Invoicing methods\u2019 for Customer invoicing in Sage Enterprise Management"},"content":{"rendered":"

Sage ERP X3 provides us with a feature to setup different invoicing methods. These methods are subsequently used for issuing invoices to customers. E.g. An instance where we want to raise a weekly invoice for a customer i.e. invoicing for all the deliveries to the customer in a week, how we can effectively use the methods to achieve this.<\/p>\n

To set up this invoicing method, go to Customers -> Commercial Tab<\/p>\n

\"Customer<\/a>

Customer screen<\/p><\/div>\n

6 Invoicing methods for Customer invoicing<\/span><\/span><\/strong><\/p>\n

    \n
  1. One \/ Shipment: This method generates separate invoices for every delivery to the customer.<\/li>\n
  2. One \/ Closed order:\u00a0 This method generates invoice for every closed order. I.e. a single invoice will be generated grouping all the deliveries for the closed order.<\/li>\n
  3. One \/ Order: One invoice is generated grouping all the deliveries of the same sales order.<\/li>\n
  4. One \/ Ship-to: One invoice is generated grouping all the deliveries belonging to the same ship-to customer even if there are multiple orders associated with these deliveries.<\/li>\n
  5. One \/ Period: If invoicing frequency is defined for a customer then in this invoicing method one invoice generated\u00a0for all the shipment in that period.
    \nFor instance, if the frequency is weekly, then for current date if direct invoicing is run then all the deliveries during current week are grouped on a single invoice.<\/li>\n<\/ol>\n
      \n
    1. Manual: Customers with Manual method are not considered in automatic Invoicing. Invoicing should be done manually.<\/li>\n<\/ol>\n

      Impact of the Invoicing Mode on Delivery Generation<\/span><\/strong><\/p>\n

      Orders with following invoicing modes will never be grouped together on the same delivery.<\/p>\n