Create and Post Sales Invoices

Overview

A Sales Invoice provides customers with payment details for their purchases after a Sales Order is shipped.

How to Create a Sales Invoice

• Initiate the Invoice Creation:

  • Click on the Create Invoice button from the Warehouse Shipment. Alternatively, you can start from the Sales Order.

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• Note on Pricing:

  • Unit prices will automatically copy from the original Sales Order, regardless of any changes in the Sales Prices table.

• EDI Sales Orders:

  • For EDI Sales Orders, Sales Invoices must be created from Warehouse Shipments.

• Editing the Invoice:

  • An unposted Sales Invoice will be generated with data from the Warehouse Shipment header. You can add additional charges by clicking Edit and adding a new service item line.

• Posting to GL Accounts:

  • If you prefer to post directly to GL Accounts, refer to this guide.

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Completing the Sales Invoice

• Enter Invoice Details:

  • Set the Posting Date for the invoice.

  • To use the same date for both the Posting Date and Invoice Date, check the Use Posting Date for Invoice Date box.

  • This setting can be applied by default via Company Setup under Use Posting Date for Sales Invoice Date.

• Post the Invoice:

  • The Posting Date determines the GL posting date, while the Invoice Date affects AR aging.

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Emailing the Sales Invoice

For instructions on emailing the Sales Invoice, refer to this guide.

Additional Information