This chapter showed how a sales order records the customer’s intent to buy, listing the items, quantities, price, sales tax, and other charges, and the shipping destination. For Accounts Receivable purposes, the order also records the remit-to address, credit terms, and whether the customer is approved for shipment.

Once the customer order is shipped, a sales invoice is generated. In QAD EE, an order that is marked as ready for invoicing is called a pending invoice. The invoice communicates the customer’s obligation to pay and is sent to the bill-to address on the sales order. Usually, the pending invoice register is reviewed and corrections are made before the invoices are posted and then printed and sent to customers. Invoices are posted on a regular basis.