Create sales invoice from sales receiving advice

To create a sales invoice from sales receiving advice:

• click on the document icon found in the beginning of each document row in sales receiving advices list view or
• click on the button Create invoice in sales receiving advice view.

Invoice creation view will be opened.

At first only the tab Start is active. Other tabs are shown, but inactive, they will be activated as you go through the invoice creation process.
All mandatory fields are marked with *.

Start

Invoice number - invoice number is generated automatically. You can overwrite the given number if needed.
Invoice date - by default the invoice date will be set as today's date. In case required you can change the date by entering the date in format dd.mm.yyyy or choosing the suitable date from the pop-up calendar.
Due date can be inserted in two different ways:

• entering Payment terms - number of days within the invoice must be paid. Then the due date will be calculated automatically into the next field.
• entering  Due date - date when the invoice must be paid - in format dd.mm.yyyy into the corresponding field or choosing suitable date from the pop-up calendar. Payment terms (in days) will be calculated automatically into the previous field.

Invoice parties info (fields Bill to, Ship to and Supplier) will be filled automatically with the companies data found in the receiving advice. You cannot change any of the data.

To set the invoice currency choose appropriate one from the drop-down menu Currency. By default is chosen euro (EUR).
You also have to fill in the field Delivery date - the actual date of the delivery. Enter the date in format dd.mm.yyyy or choose the suitable one from the pop-up calendar.

All the source documents are referenced. The  and order date from which you are creating the document will be added automatically.

You can also add the payment reference number to the invoice. Enter the number into Payment reference no field.

In case you would like to cancel creating the invoice, click on the button CANCEL in the end of the page. You are asked to confirm your action.

Choosing YES, will redirect you to the invoice list view.
Choosing NO, will leave you to the invoice creation view and you can proceed.
After entering all the necessary data, click on the button NEXT. You will be directed to the next tab Confirm.

Confirm

Here you will see the final view of the invoice to review all the data:

Invoice header:

Invoice no
Invoice date
Payment terms (in days)
Due date
Bill to – detailed information about the company being billed
Delivery
Supplier
Invoice type
Currency
References
Dates
Comments – comments, remarks
Created by – information about the person who created the invoice: name, phone number, email address

Invoice rows - product rows

Invoice sum block:

Sum without VAT - invoice sum without VAT (in case there are products with different VAT rates)
Sum without VAT - invoice sum without VAT for each VAT rate
VAT - VAT sums for each VAT rate
Sum total - total sum of the invoice with VAT
The detailed information given in document's header is hidden by default. To see the whole data, click on the labels ("Bill to", "Ship to", "Supplier", "References", "Dates", "Comments", "Created by").
To add any comments to the invoice use the field Comments. Click on the label and write the comment into the textbox.

If you would like to change the delivery date for example, go back to tab Start, make the changes and turn back to tab Confirm.

You will only see the product rows that were given in the receiving advice from which you were creating the document.

Invoiced quantities are calculated automatically from quantity accepted values and you cannot change any of the values.

You can also insert and/or change the products' prices.

In some cases you are not allowed to change any values (prices, product data). Please make sure what fields must be filled according to your partner's business rules, otherwise you might receive several error messages about problematic fields and values.

In general, you probably cannot change the values that were given in receiving advice.

If your partner accepts to change the products and/or prices data, here is a tip for adding discount and/or VAT rates.
To add the same discount rate or VAT rate to all products rows at once write the value into the field right below the column name (above the product rows). This way the inserted value will be copied to all product rows.

It is also possible to add and additional product row from blank if required, meaning that all the product details (product codes, description, etc) has be added manually. To add a product row from blank, click on the button +ADD PRODUCT in the end of the product rows. After that a row with blank fields will be inserted below the existing product rows.

When all the mandatory field are filled and products added you can issue the invoice. To do that click on the button SEND. You will be notified about the successful sending by the message Successfully sent.

Finally you will be directed to the list view of sent invoices (menu INVOICES tab Sent).