Mass invoice creation

After a shipment is posted, an invoice needs to be issued. You can generate an invoice for each shipment individually or you can use this page to issue several invoices at once. You cannot add multiple shipments to the same invoice.

Sales invoice is the third step of the sales process as shown in Sales overview.

User type

Manager

Employee

Permissions Full rights: Admin, Manager, Employee
Prerequisites

Sales order

Sales shipment

Tip

To display the shipments you want to create an invoice for, you can select the sales Site first, so that the filter displays the company associated to this site.
If you select Company first, you get the complete list of active companies in your records.

Create multiple invoices

You can issue several invoices at once from the same company and sales site.

  1. Select the criteria for the invoices you want to create: the company and one of its associated sales sites, and invoice date. You can also select Maximum shipping date for more detailed records, and From bill-to customer and To bill-to customer for a range of customers.
    Note that the Bill-to customer field filters by ID and not by name.
  2. Select Show advanced selection to see a list of shipments that meet the criteria you entered.
  3. Check the list of shipments and clear the ones you do not need to create invoices for.
  4. Select Create.
  5. A confirmation message is displayed with the number of sales invoices that were created.

After creating your invoices, you are redirected to an overview page with all the sales invoices.

You cannot edit or delete your shipments in the Mass invoice creation page. To edit or delete a shipment that has been confirmed, but not yet shipped, refer to Edit a shipment or Delete a shipment.

See Sales invoice for more information on the invoicing process.