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Invoices


The invoices module in POS has two components.  First, Invoice History which will allow you to search for invoices, review payments against the invoice, and print invoice details as needed. Second, Pay Invoices will allow you to pay for invoices that have already been posted to the customer's A/R account.

Invoice History

This menu item provides searching capabilities based on customer or invoices number for invoices that have posted to the customer's accounts receivable in JDE. Additionally, payment reference and due date range may be used to search. For each invoice found the Invoice Number, Due Date, Currency, Open Amount, and Payment Total will be displayed.  Order search results may be sorted in ascending/descending order on invoice number as well as oldest/newest due date and lowest/highest open amount. To view the details of an order simply press the Details icon. 

 

Remember that search results can be impacted by Management Console configuration. 

 

 

Pay Invoices

Once you have selected Pay Invoices from the menu you will be redirect to the Invoice Search screen.  You can find the invoices the customer wishes to pay by entering the customer number and/or invoice number.  Select the invoices to pay by checking the box on the row. With each invoice you select to pay the Amount to Pay value on the screen is updated. Once you have selected all the invoices the customer wishes to pay press the Pay button.

Once the Pay button is presses you will be redirected to the Invoice Payment screen. On this screen, based on Management Console configuration, you may be able to change the amount to pay per invoice by clicking on the Amount to Apply per invoice on the left side of the screen. You may use one or many payment methods to pay the invoices. Once the balance due is zero press Pay Invoices to complete the transaction.

Finally, the payment confirmation screen will appear.  The receipt number, total applied, and change due will be displayed.  Optionally you may email the confirmation by entering an email address. A receipt of the payment will also print.

Calculate Tax in History Search
Sales > Settings

Determines if tax is calculated in historical searches. For Customers working with Tax included it is recommended to configure the setting On. Please note performance may be impacted when this setting is on to allow for calculations (for example during the export to Excel from Shopping History). 

This setting applies for the Search and the Detail views as follows:

  • Shopping History
  • Search by Items
  • Order Detail
  • Invoice Detail
  • Return Detail (not available for Electronic Invoice Presentment and Payment (EIPP))
  • Quote Detail (not available for Electronic Invoice Presentment and Payment (EIPP))

For Customers working with Tax included it is recommended to configure the setting On.


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