Invoice shipped materials from a Delivery.


Once a Sales Order has been dispatched for delivery, an invoice can be created. Click on the invoice button to invoice a delivered sales order. Once an invoice has been produced it can't be changed so it is imperative the following is checked:

  1. Each line item is the correct quantity.
  2. Make sure freight being charged is correct.
  3. Any notes(memos) are correct.

Once finished, click Process Invoice button.

Tips and Tricks

A batch invoice, a single invoice created from multiple work orders/deliveries, can be processed if all items have been sent to the same location. Click the check-box beside each delivery and click the Batch button at the top of the column to make such an invoice.

Editing Qty/Value in Sales Order before invoicing

The model of cooperation with customer implemented in FA assumes that the price is known and confirmed at the moment of ordering.

  • If services are sold assuming quote on hourly basis, enter a maximal confirmed value during order receipt.
  • When final work is shorter than maximum confirmed, write off the rest of order during delivery note issue.

This is how the final price agreement is implemented, at least for now.