Create sales invoice from sales receiving advice

Invoice creation consists of two steps: Start and Confirm.
At first only the tab Start is active. The other tab is displayed, but inactive, it will be activated as you go through the invoice creation process.
All mandatory fields are marked with *.

Start

Invoice number - according to the product setup you are using, invoice number can be generated automatically or left empty to enter your own number. The automatically given number can be changed or overwritten.
Invoice date - by default the invoice date will be set as today's date. You can change the date by entering the date in format dd.mm.yyyy or choosing a suitable date from the pop-up calendar.
Invoice due date can be inserted in two different ways:

• by entering Payment terms - number of days within the invoice must be paid. The due date will be calculated automatically into the next field
• by entering  Due date - the date when the invoice must be paid - in format dd.mm.yyyy into the corresponding field or choosing a suitable date from the pop-up calendar. Payment terms (in days) will be calculated automatically into the previous field.
  Invoice parties - Bill to, Ship to, Supplier
  In case you're creating invoice from order or receiving advice the invoice parties info will be filled in automatically with the data found in the corresponding source document. You cannot change any of the data.
  When creating invoice based on your own product and price data (master data), choose appropriate parties from the drop-down lists.
  Invoice type - "Regular" for debit invoices, "Credit" for credit invoices
  Invoice currency - choose appropriate one from the drop-down list. Default value is euro (EUR).
  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.
  Payment reference number - optional, a place to add the payment reference number if it is in use

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 invoices list view.
Choosing NO will leave you to the invoice creation view and you can proceed.
After entering all the necessary data click NEXT. You will be directed to the next tab.

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).