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.
Printing an Invoice
Once your invoice have been controlled and fit with your expectations, you can print 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.
  - 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

Printing an Invoice

Once your invoice have been controlled and fit with your expectations, you can print it.

In order to see your changes before the final steps of validation/printing/posting, you can use Print Work Copy to confirm that the invoice matches your needs.

When you are sure about the final invoice, you can print it. It will generates the final invoice report that you can send to the customer.

On the page Customer Invoice, to control the result of your invoice, click Share > Print Work Copy.
You have several options:
- Preview button: to do before printing. Click Preview: the document appears on your screen. From here, you can check your information, print your document or keep it on your computer in PDF.
  Trouble:
  If the preview is not displayed, your browser might block your pop-ups. Check your authorization in your browser settings.
- Print: if you want your document on paper, choose your printer, or if you want to keep it on your computer in PDF, choose IFS PDF Archiver.
- Email: fill in or check the email address and send it.
To print the final invoice, click Share > Print Invoice.

Once printed, the status of the Invoice change to Posted Auth.
Note:
You can print again the invoice: Share > Reprint Modified.