Invoice recommendations

Invoice recommendations show the products, costs, and services for which you can create an invoice. These invoice recommendations are created by:

• Processing shipping notes for shipped parts
• Entering them manually Based on a sales line, you can manually create an invoice recommendation for products, costs, and services, such as transport costs.
• Processing all separate sales lines for costs and services.

Costs and services can result in an invoice recommendation in different ways:

• Automatically, if the costs or services have been entered as a subline of a sales line for which a shipping note has been created
• By manually creating an invoice recommendation for the costs or services
• By running a process by which all separate sales lines for costs and services are copied to the invoice recommendations. This is possible only if the sales lines have not yet been confirmed as complete.

If necessary, the sales price can still be modified on an invoice recommendation. The sales data on a final invoice can no longer be modified. You need to authorize invoice recommendations before you can invoice them.

Different types of sales invoices can be created from an invoice recommendation:

• Invoices created from invoice recommendations based on shipping notes, and invoices created from manual invoice recommendations
• Credit invoices
• Cost-plus invoices

Authorizing invoice recommendations

Before you can create the final sales invoice, you need to authorize the invoice recommendations that can be invoiced. Before you print the invoice, the customer can indicate how it should be printed, for example by sales order, by debtor, or by shipping note.

Note: In addition to regular invoice recommendations, the Invoice recommendations form may also contain invoice recommendations that must be included in a final period. These invoice recommendations should not be authorized. They will be deleted automatically when the final invoice is created from the sales order. To display only regular invoice recommendations on the form, choose the 'Normal invoicing' preset instead of the 'Default selection' preset.