Creating Distributor's Merchandise Invoices

To create a new distributor's merchandise invoice:

1. From the CStoreOffice® home page, go to Customers > Invoices.
2. At the top right corner of the invoices list, click the plus icon.
3. Specify the following information in the invoice header section:

• Invoice Type: Select the Merchandise type
• Company
• Class
• Bill to: Customer's billing address. Start entering GL# or part of the address, and then select the suggested billing address in the list. The Bill to box will be auto-populated with data of the selected record. For more information, see Bill To.
• Ship to: Customer's shipping address. Start entering GL# or part of the address, and then select the suggested shipping address in the list. The Ship to box will be auto-populated with data of the selected record. For more information, see Ship To.

  If a customer has only one shipping address, it is auto-populated after specifying the billing address.

• Invoice Date: Date when the invoice is issued. The current date is selected by default.
• Terms: Payment terms for the specific customers. The terms auto-suggested in the list are set at Settings > Fuel Distribution > Preferences > Terms.
• Ship Date: Date of the merchandise shipment.
• Due Date: Payment due date is set automatically after specifying the payment terms. It can be overridden by adding another date manually.
• Sale Invoice #.
• Sales Tax: Since the sales taxes for the same merchandise order can differ for various locations, select the location from the list or select the Non-Taxable Sales option.

2. Select the invoice status:
3. Pending: Invoice in progress with no lined payment transactions
4. Completed: Completed invoice with linked payment transactions
5. Template: Invoice will be saved as a template and can be used as the basis for creating new invoices
3. Specify the following merchandise information, and then click enter:
4. UPC
5. Item ID
6. Description
7. Unit in Case
8. Unit Price
9. Case QTY
10. Case Price
11. Amount
12. Tax
4. Specify information on other charges and services and click enter:

• Description
• QTY
• Price
• Amount
• Tax

5. Enter the following information (optional):
6. Customer Message
7. Memo
6. Review the following financial information:
7. Subtotal: Invoice subtotal with no taxes
8. Sales Tax: Sales taxes if applicable
9. Invoice Total: Subtotal + taxes
10. Payments: Customer's payment if any
11. Balance Due: Amount due if any