After you have created a customer order
and allocated the material items on the order, you can create invoices for the order. Tekla EPM then allows you to view the created invoice as a report, print it, and send it to the
customer.
-
Do one of the
following:
- At the bottom of the Order
Entry dialog box, click New
Invoice, and double-click the order for which you want to add the
invoice.
- In the Details dialog box, go to the Invoices tab, and click New
Invoice.
-
In the New
Invoice dialog box, select the invoice date and invoice category.
The available invoice categories are created in the Invoice
Categories dialog box that you can access via .
-
On the Material tab, select whether you want to invoice all material or the material that is
in stock.
Tip:
If you want to invoice
only a certain quantity of materials, type the quantity in the
Invoice
Qty field.
-
On the Charges and Discounts tabs, select which charges and discounts are applied to the current
invoice.
-
If necessary, type notes for the
invoice.
The notes will be visible in
the invoice.
-
Click Add
Invoice.
If you typed a value in the Deliver
Qty field, Tekla EPM asks you to confirm the delivery and materials.
-
In the confirmation dialog box, click Yes.
-
In the Report
Selection dialog box, double-click Invoice to view the invoice that you just created.
After creating the invoice, you can
send it to the customer via Microsoft
Outlook email. To do so, click Email
Excel or Email
PDF in the upper-right corner of the Tekla EPM
Report Viewer.
You can also export the invoice to an
external accounting software, if necessary. For more information, see Export invoices to accounting software.