Send one invoice to AutoInvoice

Before you start

As of 1 July 2022, new branches need to verify their company in the AutoInvoice settings (CS10250S) window to be able to use AutoInvoice. See also: About Know your customer (KYC).

Prepare to use AutoInvoice for an existing customer.

1. Create an invoice and release it., and the status changes to Open.

    is displayed

2. Click Actions, and select Send to AutoInvoice.  is displayed, and the invoice is sent to AutoInvoice.

Attachments that you add on the Attachments tab will be automatically sent to AutoInvoice if you have selected option Automatically mark file attachments to be sent to AutoInvoice in the AutoInvoice settings window for the active branch.

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?

For more information about the statuses of the invoices you have sent to AutoInvoice, see: Poll the invoice status.

Related pages

Concepts

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

Tasks

• Create and release an invoice
• Process statements manually via the AutoPay inbox
• Email an invoice or a credit note
• Print an invoice

Windows

• Sales invoices (AR301000)