When to Invoice a Sales Order

The video discusses the topic of when to invoice a sales order in the process.

It presents two approaches: invoicing once the delivery has gone out or invoicing once the product leaves the warehouse.

The recommendation is to batch invoices once the delivery truck is loaded to save time and streamline processes.

It explains the implications of invoicing ahead of time and handling returns efficiently.

Batching invoices after loading the delivery truck removes the product from inventory and initiates AR billing.

Handling returns is straightforward by using the return button on the sales order and following the return process.

Waiting to batch invoices until the truck returns can lead to delays in inventory accuracy and additional steps in the process.

Managing exceptions rather than the rule is recommended for efficient operations.

Test the process of batching invoices after loading the delivery truck to ensure inventory accuracy and timely billing.

Verify the return process for handling products that are invoiced ahead of time and need to be returned.

Consider the efficiency gains and time savings of invoicing once the delivery truck is loaded compared to waiting for its return.