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Cashier a Parts Invoice

Goal

Cashier an open invoice when a part is received and paid for by the customer. The posted invoice can also be printed or emailed.

After reading this article you will be able:

  • Navigate to a parts invoice record
  • Cashier a parts invoice 
  • Post the invoice

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Lightning Experience.

 

Step One: Navigate to a Parts Invoice Record

  1. Click the App Launcher icon.

1 Cashier a Parts Invoice- App Launcher.png

 

  1. Enter Parts Invoices in the quick search area.
  2. Click Parts Invoices.

2 Cashier a Parts Invoice-  parts invoices navi.png

 

  1. Select desired Parts Invoice.

3 Cashier a Parts Invoice-  parts invoice record.png

 

Step Two: Cashier a Parts Invoice

  1. Click the Cashier button.

4 Cashier a Parts Invoice- Cashier btn.png

 

  1. Fill out the Apply Payment fields. The Payment Method field is required.

The apply payment section includes:

Field Description
(a) Amount Amount received on this Cashiering event.
(b) Account Related account to the Parts Invoice.
(c) Payment Method Payment Method used on this transaction.
(d) Mark as Deposit Check if this is a deposit.
(e) Apply Payment button Click to apply the payment and be able to print receipt.

5 Cashier a Parts Invoice- Apply payment.png

 

  1. Click Apply Payment.

6 Cashier a Parts Invoice- Apply payment btn.png

 

Step Three: Post the Invoice

  1. When the Parts Invoice is completely fulfilled and cashiered click Post Invoice.

7 Cashier a Parts Invoice- Post Invoice.png

 

Note: If the Parts Invoice is no longer valid click the Void button.

 

What's Next

Learn how to Print and Email a Parts Invoices.