Invoicing and SOP settings
Use Invoicing Settings and SOP Settings to set defaults and determine how your invoices and sales orders are entered and processed.
You can use the View option to view these settings, but cannot enter or change them.
Open: Sales Order Processing > SOP Utilities > System Set Up > SOP Settings.
Open: Sales Order Processing > SOP Utilities > System Set Up > View SOP Settings.
Open: Invoicing > Invoicing Utilities > System Set Up > Invoicing Settings.
Open: Invoicing > Invoicing Utilities > System Set Up > View Invoicing Settings.
- Enter your settings on the following tabs:
- Document Numbering
- Invoice and Order Entry
- Default Accounts.
- Processing.
Document Printing and Invoice Printing.
- Intrastat - sales orders only
- Manufacturing - sales orders only
Note: The Manufacturing tab only appears if you have Manufacturing installed.
Steps in this task
Document numbering (SOP settings / Invoice and order settings)
Invoice and order entry (SOP settings / Invoice and order settings)
Default accounts (SOP settings / Invoice and order settings)
Processing options (SOP settings / Invoice and order settings)
Printing options (SOP settings / Invoice and order settings)
Intrastat options (SOP settings / Invoice and order settings)
Manufacturing options (SOP settings / Invoice and order settings)
Other tasks
Invoice and order user permissions
Create invoice and order items
Set up payments with invoices and sales orders
Manage invoice and credit note layouts
Additional charges for invoices and sales orders