The sales order to billing function allows you to bill a full sales order or bill partial amounts on a sales order. Simply click the Create Billing button on the sales order and you will come to a screen that will ask you for the quantity you want to bill on each sales order line. This will allow you to fully bill all of the sales order lines or partially bill some of the lines. Simply enter the amount you want to bill and click the Save button. The amounts indicated will be passed to billing lines.
You'll notice on the billing line that a relationship exists to the sales order line. This allows for full traceability from the billing line to the sales order line. You will also see a related list of billing lines for each sales order line. This will allow you to see how much has been billed for each sales order line.
Additional features of this utility are as follows:
- If GL Account variables 1-4, Project, Project Task and Product are populated on the Sales Order Line, these fields will be mapped to the billing.
- The Revenue GL Account set on the product will be used as the Revenue GL Account on the billing line.