Create and release an invoice

1. Go to the Sales invoices (AR301000) window.

2. If necessary, click to add a new document. In the Type field, Invoice is always the default choice.

3. In the Customer field, select the customer. Most fields are filled in with the information on the specific customer.

4. Enter the general invoice information in the upper part of the window.

   The fields marked with \* are mandatory.

5. On the Document details tab, add the invoice lines.

   1. Click to add a new invoice line.
   2. Optional: Enter the Item ID.
   3. Enter any relevant information for each line. For example: Quantity, amount, discount, account and sub-account. Some fields are filled in automatically.

If you are using AutoInvoice to send invoices, the Transactions description is mandatory.

1. Continue with the other tabs and enter the relevant information. If you use direct debit as payment follow the steps below:

   1. Go to the Financial details tab.
   2. In the Payment method field, check that you have the correct direct debit Core or B2B.
   3. In the Cash account field, select the cash account where the direct debit will be collected.
   4. Go to the Invoice address tab.
   5. Under the Direct debit information area, check if the Mandate ID is correct.

2. Click .

3. Optional: Select Reports - Preview invoice/note to preview the invoice.

4. Click Release. Once the invoice is released, the status changes to Open and.

    is displayed

5. Optional: If the Print invoices check box is selected in the Customers (AR303000) window, click Reports - Print invoice/note to print the invoice. See: Print an invoice.

When you use direct debit as a payment method, the generated invoice will show information about the mandate, and that the invoice amount will automatically be deducted from the customer’s bank account.

What is next?

Once the invoice is released, you send it to the customer.

How the invoice is sent depends on the customer’s Print and e-mail settings, if the options Send invoices by email or Send invoices to AutoInvoice are selected.

See: Set up e-mail invoices for one customer and Send one invoice to AutoInvoice.

You can release and post a batch of invoices / credit notes from the Release customer documents (AR501000) window, and you can also send a batch from the Print invoice window.

See: Release customer documents and Send several invoices or credit notes to AutoInvoice.

Related pages

Concepts

• About types of customer ledger documents
• About sales VAT on sales orders and invoices

Tasks

• Process statements manually via the AutoPay inbox
• Email an invoice or a credit note
• Send one invoice to AutoInvoice
• Print an invoice
• Preview an invoice
• Send an invoice
• Email an invoice from preview in a report
• Override an email address
• Email an invoice to an unregistered contact
• Create an invoice
• Pay a specific outstanding document
• Release an invoice

Windows

• Sales invoices (AR301000)