Create sales invoices

Run the Create sales invoices process to create sales invoices based on invoice recommendations. Any sales invoices created are displayed on the Sales invoices form.

During the execution of the process, the authorized invoice recommendations are merged into a sales invoice if the following conditions are true:

• The customer or debtor is the same.
• The invoice address is the same.
• The currency is the same.
• The payment condition is the same.
• The scenario code of the financial VAT code is the same.

The process takes into account the chosen sales invoice creation method: a new invoice for every order, a new invoice for every shipping note, or a new invoice for every debtor (the Create invoice option can also be enabled in the customer-specific settings).

You can use the process to create sales invoices for one or more customers or debtors. The process also offers the option to create the sales invoice on a particular invoice and posting date. In this case, the due date is determined based on the invoice date, and the posting date is used as the journal date of the sales invoice.

Condition

A sales invoice can be created only if an invoice recommendation line has been authorized on the Invoice recommendationsform.