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Create an invoice from an order

Invoice selected remaining quantities from an In Process sales order. Generate invoice creates and posts the customer invoice, so review the quantities and amounts before choosing it.

Prepare the invoice​

Open Sales → Sales Pipeline → Orders. Check the SO- number and its invoicing progress. The row action is shown for In Process orders. The order must have quantities still available to invoice.

For physical products, stock availability is checked during generation. Active warehouse stock locations must be configured. Service items do not require a stock availability check.

Choose what to invoice​

  1. Choose Generate invoice on the order's row.
  2. In Generate invoice, review the products, packaging, existing quantity invoiced, and Quantity Left to invoice.
  3. Keep the lines to invoice and exclude the others using the line controls. You can re-include excluded items before submitting. At least one line must remain.
  4. Enter quantity to invoice for each included line. It must be a positive number and cannot exceed that order line's remaining invoiceable quantity. Review tax and totals for the selected lines.
  5. Choose Generate invoice. This runs invoice creation and ledger posting.
  6. Find the resulting invoice in Finance's Customer Invoices and compare its sales-order reference, customer, selected lines, quantities, and totals. Recheck the order's invoiced quantities and invoicing progress.

For example, if a line orders 100 units and 40 are already invoiced, its remaining allowance is 60 units. An invoice for 25 uses part of that allowance; a request for 70 exceeds it.

If generation reports that all quantities are invoiced, inspect the existing invoices before creating another. If it reports insufficient stock or an excessive quantity, compare the selected line with stock and the remaining order balance, correct the request, and check the existing invoice table before retrying after a failure.

The order explanation explains partial invoicing. Use the Orders workflow to distinguish invoice progress from shipment progress.