About managing AR sales invoices—Accounts Receivable

Managing AR sales invoices A document that requests payment for goods provided or services performed. The term "AR sales invoice" is used for transactions created in the Accounts Receivable application. The generic term "invoice" is used to refer to invoices created in Contracts, Projects, Order Entry, and Purchasing. involves adding, editing, and deleting AR sales invoices for customers. In editing and viewing AR sales invoices, the most important information appears at the top of the page for quick and easy access. For example, you can quickly scan AR sales invoice date, AR sales invoice total, amount paid, and amount due.

You can view the number of days remaining to the required due date, or the number of days overdue. You can even receive a payment or reclassify an AR sales invoice directly from the edit or view page. Not ready to post or apply payment to an AR sales invoice? Save it in draft format and do it later.

Use the AR sales invoices page to access and manage your existing AR sales invoices, import additional AR sales invoices, or record a payment for an AR sales invoice.

In multi-entity shared companies, transaction lists at the entity level include transactions created at the top level that are tagged to your entity. To see transactions created at the top level for your entity, select Include top-level transactions at the top of the list.

For multi-entity shared companies with multiple base currencies: For AR sales invoices at the top level, you must select the base currency, transaction currency, and the location, so that Intacct can determine the appropriate currency. For AR sales invoices at the entity level, you only need to select the transaction currency.

Differences between Order Entry and Accounts Receivable invoices

The Order Entry application lets you handle high order volumes, sophisticated workflows, and complex pricing structures. Order Entry invoices appear in Accounts Receivable as AR sales invoices when the transaction definition is set to post transactions to Accounts Receivable.

Order Entry Accounts Receivable
Uses a workflow matched to your business process. Single transactions, no workflow.
Data entry by item and quantity. Data entry by GL account and dollar amount.
Price lists, units of measure, price extension. Manual calculations and data entry.
Uses items mapped to GL accounts. You do not need to know the GL account. Uses account labels. You need to know the account label associated with the GL account associated with the product/service being sold.
Can integrate with Salesforce. Not integrated with Salesforce.
Can integrate with Avalara tax. Not integrated with Avalara tax.
Simplified automation for recurring transaction creation. Manual calculations and data entry.