How to Create an Invoice

Normal invoicing is initiated from the statuses Unprocessed order, Unissued Credit note or Backorders. It is important to note that the invoice is registered as Invoiced, or executed, before the invoice itself is printed. You can, however, perform a Test printout, so that you can check the invoice before executing it.

Tip! You can choose to view an On-screen test printout when invoicing in the company settings for sales and invoicing.

How to create an invoice

Go to View - Sales/Invoicing - Order Registration, or click the shortcut button on the desktop.
Click the Invoice button in the toolbar to begin invoicing.
Select the type of printouts you require and click OK.
Tip! You can invoice several orders at once by selecting Filter to the left in the invoicing window.
If you answer Yes when asked whether the order is to be invoiced, the Nominal ledger and Customer and Supplier Ledger will be updated with the relevant changes.

The original invoice is now printed and you will be asked whether you approve the printout. Note that the order is transferred to the Invoiced status, irrespective of whether or not you have approved the printout.

Tip! If you do not approve the printout, a report will be generated containing all invoices that have not yet been printed. You can later print the invoices at a time that suits you. Please note that the report is not stored within the system and should therefore be printed at once. You can at a later time print the invoices by defining a selection in the print menu. Read more about this here.