Home
Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
Invoice
After the delivery, you need to create an invoice for the customer. The invoice displays all the details about the product or service sold to the customer.
Modifying the Invoice
You can change some of your invoice settings if your invoice has the Preliminary status and has not been printed yet.
Canceling an Invoice
If there is an issue with the invoice in status Preliminary or Posted Auth, you can cancel it to adjust customer order lines and create a new invoice.

Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
- Sales Quotation
  The sales quotation is the first step to create external documents and send an offer to a customer.
- Customer Order
  You need to create a customer order: this process enables to group information and actions about your sales with your customer.
- Invoice
  After the delivery, you need to create an invoice for the customer. The invoice displays all the details about the product or service sold to the customer.
  - Creating a Full or Partial Invoice
    You can deliver an invoice for all the lines or you can create an invoice only for some lines.
  - Creating a Shipment Invoice
    Create an invoice based on your shipment created.
  - Modifying the Invoice
    You can change some of your invoice settings if your invoice has the Preliminary status and has not been printed yet.
    - Changing Invoice Settings
      If needed, you can change some settings of your invoice before printing it.
    - Canceling an Invoice
      If there is an issue with the invoice in status Preliminary or Posted Auth, you can cancel it to adjust customer order lines and create a new invoice.
  - Printing an Invoice
    Once your invoice have been controlled and fit with your expectations, you can print it.
- Creating an Instant Invoice
- Credit Note
  The credit note is used to correct an error or change an element in an invoice already sent.
- Return Material Authorization
  Use this process when taking back defective products from the customers.
- Mixed Payment for Customer
  Once you receive a payment from a customer in your bank, you have to register it as a mixed payment in IFS Cloud.
- Creating a Customer Settlement
  If you have not matched your payment(s) with the corresponding invoice(s), through the process topics/t-MatchingMixedPaymentwithExistingTransactionsCustomer.html, you can do a settlement.
- Advance Invoice
  In case you need to get paid before the delivery of a customer order, you need to use the advance invoice functionality in IFS Cloud.
- Creating a Settlement for an Advance Invoice
  You need to settle your mixed payment with your advance invoice.
- Managing Product Rentals
  The following processes explain how to manage short-term or long-term product rentals.
- Credit Management
- Statistics and Reporting

Canceling an Invoice

If there is an issue with the invoice in status Preliminary or Posted Auth, you can cancel it to adjust customer order lines and create a new invoice.

Your initial invoice will not disappear but will have the status Cancelled.

Go to Sales > Invoicing > Customer Invoice.
Select your invoice, click Cancel Invoice.

A pane appears.
You can put a cancellation reason (optional), then click OK.
This action changes the status of the invoice to Cancelled.

The status of the customer order lines linked to the invoice changes to the previous status: Delivered or Released.

You can now create a new invoice and make the changes you want, see Invoice.