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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.
Creating an Instant 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 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

Creating an Instant Invoice

This functionality is not mandatory for Marport offices.

If you have a specific requirement that you cannot solve with a purchase order based on a customer invoice, then contact your IFS Cloud internal support to configure an instant invoice according to your needs.

An instant invoice uses object in order to create an invoice. You need to configure it before doing the instant invoice:

Go to Financials > Customer Invoice > Basic Data > Sales Objects.

The next steps help you to create an instant invoice.

Go to Financials > Customer Invoice > Instant Invoice.
Click New +.
Fill the field Customer and click Save.
In the area Lines, click New + to add a line.
Fill the fields:
1. Object ID.
  
  Note:
  The Object ID generates automatically the Description field but you can edit it.
2. Quantity.
3. Price.
4. Tax Code.
If you want to add a Customer Reference or other information related to the invoice, click More Information.

A pane appears.
In this pane, edit the fields that you want.
Once you have entered all the information, you can print a work copy, click Print Work Copy .
Once you checked all the information, you can print the final version, click Print Invoice .

This action posts definitively the invoice and the status becomes Posted Auth.

You can specify specific installment plans and discounts to your instant invoice. Refer to Changing Invoice Settings.