Invoices for orders
An invoice records a sale in accounting terms: revenue, taxes, and totals.
Where to find
An invoice is created from a sales order: the “Create Invoice” button appears on a confirmed order when there is still a quantity left to invoice. The created document is an Invoicing-module invoice; the order card shows a related “Invoices” block.
Relation to an order
An invoice is created from a sales order. Whether its lines reflect the ordered quantities or the actually shipped quantities is determined by the order type’s invoicing policy (see Settings) — it is not chosen per document.
When created, the invoice transfers:
- customer and department;
- delivery address and customer reference;
- lines and quantities (ordered or shipped, per the invoicing policy);
- prices, discounts, and taxes;
- payment terms and note.
Typical scenario
- Make sure the order is confirmed and has a quantity left to invoice.
- Press “Create Invoice” on the order.
- Check amounts and taxes.
- Post the invoice.