Entering Customer Invoices and Credit Memos

Nearly all invoices and credit memos from customers within the receivables management component are integrated with the sales order management component.

In certain cases, invoices and credit memos can be entered into the receivables management subledger with no reference to a sales order. These are referred to as miscellaneous invoices.

Select the play button to learn about posting invoices and credit memos in SAP S/4HANA Cloud, public edition system.

When you post the customer invoice or credit memo, the Customer account in the subledger is updated and the G/L account for Receivables is simultaneously updated. Thus, the subledger and G/L account are always in balance.

Note

You can only post a balanced invoice/credit memo.

It’s possible to enter invoices in foreign currencies.

Select the play button to learn more about posting foreign currency invoices in SAP S/4HANA Cloud, public edition system.

Michael has learned how to post invoices and credit memos. He needs to review the system settings to adapt to the individual needs of each user when it comes to entering invoices and credit memos. For instance, letting the system calculate taxes, or using adapted screen variants.

These options are available during the document entry of a customer invoice. By choosing the Editing Options, the user can change the default settings such as displaying and changing the document type and being able to default the invoice date to the posting date.

You can also use this function to make user-specific settings for:

• Entering documents
• Processing open Items
• Displaying line items