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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.
Changing Invoice Settings
If needed, you can change some settings of your invoice before printing it.

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

Changing Invoice Settings

If needed, you can change some settings of your invoice before printing it.

Go to the page Sales > Invoicing > Customer Invoice.
Select an invoice from the menu on the left side, then click the tab General. You can change the following settings:
- Invoice Address.
- Invoice Date.
- Customer Reference, the contact.
- Pay Term Base Date.
- Due Date.
- Payment Terms.
Note:
In the tab Lines, you are able to change some values but this action is not recommended as invoice lines should be aligned with the customer order lines.
You can also add to the invoice more details about installment plans and discounts:
1. Click Installment Plan and Discounts.
2. Check or change the Payment Terms (1).
  
  Note:
  If one specific Payment Terms used in your company is missing, contact your support team.
3. You can also directly edit information in the Installment Information section and split the invoice amount to be paid into several due dates (2).
4. Finally, you can add discount conditions in the Discount Information tab, in case of anticipated payment (3).

You need to validate and print your invoice, perform Printing an Invoice.