![]() The invoice is credited and a credit note is created. Navigate to your invoice in Bokio (or select “New credit note” on the invoice list dropdown menu).In Bokio, you can choose to credit an existing invoice or create a standalone credit note. When an invoice is credited, the original invoice is cancelled and a credit note is created and then sent to the customer. In the case of a return, compensation, damaged goods, or similar situations, the seller of the product may choose to cancel, also known as credit, the invoice. If this feature is not enabled, you do not need to use the inventory detail record to access bin and numbered inventory fields and you do not need to update any related SOAP web services code from prior to 2011.2.įor more details, see Updating SOAP Web Services Code When Advanced Bin / Numbered Inventory Management is Enabled.An invoice is the customer’s request for payment for a service or product. ![]() You need to update any SOAP web services code from a previous endpoint that accesses these fields, to avoid errors or unexpected results. If this feature is enabled, you must use the 2011.2 endpoint or later to access the Inventory Detail subrecord and the most up-to-date bin and numbered inventory fields. Accessing Serial/Lot or Bin Data for Line ItemsĪs of the 2011.2 endpoint, code to access serial number, lot number, and bin number data varies according to whether the Advanced Bin Management / Numbered Inventory Management feature is enabled. After an opportunity's status is set to Closed Won, it is no longer available to be selected on other cash sale, sales order, or invoice records. After a transaction other than an estimate is associated with an opportunity, the opportunity's status is automatically set to Closed Won. You can associate estimates, cash sales, sales orders, and invoices with opportunities. This sublist is available on the invoice, sales order, and cash sale records. The Bill Costs To Customers feature must be enabled to use this list. This is where you define how and when to bill time back to a customer. These fields map to the Billable Time subtab on the Item list of an invoice record. This is where you define how and when to bill expenses back to a customer. These fields map to the Billable Expenses subtab on the Item list of an invoice record. Billing items back to customers enables you to purchase items and supplies for an order or job, and then bill the cost to the customer. This is where you define how and when to bill item costs back to a customer. These fields map to the Billable Items subtab on the Item list of an invoice record. When a sales group is currently associated with the entity, the list is populated by the group. ![]() On add, a single line item is entered by default when a sales rep is currently associated with the entity set in the entity field. This list is only available when the Team Selling feature is enabled in the account. The InvoiceSalesTeam list defines the sales team for a specific invoice. Usage notes are not provided for every sublist type. ![]() See the following information for usage notes regarding specific Invoice sublists. The SOAP Schema Browser includes all sublists associated with the Invoice record. For more information about the initialize operation, see initialize / initializeList. For information about creating a single invoice from multiple sales orders, see Creating Invoices or Cash Sales from Sales Orders. The SOAP web services initialize operation emulates the UI workflow by prepopulating fields on transaction line items with values from a related record. You can initialize an invoice from a Customer, an Estimate/Quote, an Opportunity, or a Sales Order. For information about using the SOAP Schema Browser, see SOAP Schema Browser.
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