This section describes creating an invoice directly in Customer Invoice Create (27.1.1.1). In this case, all of the data that normally is derived from an associated sales order must be specified manually.

You must complete the mandatory fields in the General tab to make the other tabs available. However, none of the fields in the Operational Info tab apply to a manually created invoice, since these are supplied by posting a sales order.

When you return to the General tab during invoice created, you can change any field. However, this can sometimes re-initialize the other tabs. For example, if you change the invoice amount, the system recalculates the data on the CI Posting and Financial Info tabs. See Navigating Customer Invoice Create.

When you have completed the relevant information, click Save to validate the invoice or credit note.

After saving the invoice, only a subset of fields can be modified.