Delivery and Customer Invoicing

What does delivery and customer invoicing do in SERP?

Delivery records what is dispatched; invoicing records what is billed to the customer. SERP connects this work with sales, so users can review its operational context through the related records.

Business problem it addresses

Treating the ordered quantity as the delivered quantity can hide partial fulfilment and create incorrect billing discussions.

Key functions

• Select outstanding order quantities for delivery.
• Prepare invoices against deliveries where that flow applies.
• Review direct invoice, pro-forma and credit-note paths separately.

How the workflow works

1. Review the order.
2. Confirm actual dispatch.
3. Record delivery.
4. Review invoice values.
5. Inspect customer transactions.

Example business scenario

Only part of an order is ready to dispatch. Stores records the actual delivered items and billing reviews those quantities before invoicing. The remaining requirement stays distinguishable from completed delivery.

Controls and availability

Direct delivery and direct invoice are alternative workflows with their own effects. A pro-forma is not a final invoice, and a correction requires an authorized procedure.

How to assess the result

Compare actual dispatch with the delivery record, then review the invoice selected for that delivery flow. Keep order, delivered and billed quantities distinct when investigating a difference. Use the customer transaction inquiry to confirm the financial record.

Connected SERP capabilities

Read the Sales module guide for the wider process and SERP reporting for the distinction between a transaction document and an analytical report.