Sales Invoice Process

New Sales Invoices

• Create new for POS for Record Type = Parts.

• Or created from a Sales Order for Record Type = Service or Trailer

POS Payment

• Can be collected for all 3 record types, and for both invoice and credit memos.

• For Parts, service, POS Amount must equal to the Remaining Amount

• For Trailer, POS Amount can be less than the Remaining Amount

Exchange or Credit Memo

• Apply the credit memo to an invoice first.

• Then create a negative POS for the balance.