Process Invoice without a Customer

Epicor ERP 10
1

I know this is non-standard, but our accounting department doesn’t want to setup a customer for a one-time Miscellaneous invoice.

I don’t see any way to proceed without a customer. My first thought was to add a single customer called “One time”. This would work if you could over-ride the name and address in invoice entry. Over-riding the customer data doesn’t seem to be an option.

Unless someone has a better idea, my only options to suggest are:

  1. Suck it up and add a customer.
  2. Setup a “One-time” customer. Select this customer in invoice entry. Add custom fields to invoice entry for the One time Name and address. Add another report style to pull the name/address from the custom fields.
2

Sounds like a great plan :slight_smile: sometimes people are lazy for the wrong reasons

3

My first reaction is that, in the time it took them to ask you this, they could have created 10 customers. And now in the time it took you to consider this, and ask for help, they could have created another 20.

2 Likes
4

Create a generic Customer, check the One Time checkbox on the Line --> Detail sheet and fill in the unique information on the Line --> One Time Ship To sheet.

5

Brian, that looks perfect. I know you can enter a one-time ship-to on the order. I’m having trouble finding this on the Invoice.

Accounting doesn’t want to enter an order either.

Thanks,
Sharon Pulsifer

6

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1 Like
7

Perfect. Thanks so much.

8

Add that one to your company setup/implementation plan.