Posting Sales invoice and Credit Memo at one time

From the Sales invoices and the Sales Credit Memos pages, you can post both the goods movement and the invoice/credit memo at the same time. For excise purposes, the excise movement must be journalized on the posted shipment and posted return receipt.

To make this possible, the following checks must be performed before posting an invoice or a credit memo:

• A sales shipment is always posted from Sales Invoices.
• A sales return receipt is always posted from Sales Credit Memos.

This setup can be done on the Sales & Receivables Setup page. You can enable the Shipment on Invoice or Return Receipt on Credit Memo toggles.

If the Shipment on Invoice or Return Receipt on Credit Memo toggles are turned off, an error occurs when posting the Sales Invoice/Credit Memo for excise items.