Accounts Receivable > Creating Customer Invoices > Navigating Customer Invoice Create
  
Navigating Customer Invoice Create
You must complete the following key fields in the General and Addresses tabs of Customer Invoice Create to enable the Financial Info, Tax, and CI Posting tabs.

Key Fields for a Customer Invoice
 
Tab
Field
General
Customer Code
 
Invoice Type (defaults to Invoice)
 
Invoice Date (defaults to today’s date)
 
Description
 
TC Invoice Amount
 
Posting Date (defaults to today’s date)
 
Tax Point Date (defaults to today’s date, when taxes have been defined)
 
Taxable (defaults from the customer definition)
 
Sub-Account (if sub-account analysis is required)
 
Invoice Status Code (defaults from the customer definition)
 
Year/Period (defaults to the current GL calendar year and period
 
Daybook
 
Cost Center (if cost center analysis is required)
Addresses
Ship-From Business Relation
 
Ship-To Code
You must enter values for Customer Code, Description, TC Invoice Amount, and Daybook Code on the General tab, and for Ship-From Business Relation and Ship-To Code on the Addresses tab. The system loads defaults for all of the other key fields. The Sub-Account, Project, Cost Center, Link To Invoice, and Adjustment fields are blank by default.
When you have completed these fields, all tabs are available. Once you click another tab (for example, Financial Info), the system generates the tax, financial, and posting data for this invoice. If you then navigate back to the General or Addresses tab to change a key field (such as the invoice amount), the system warns you that tax, financial, and posting data has changed and will be recalculated. If you click No, the update you made to the key field is discarded.