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In this article you will learn how to create accounting invoices. 

Roles enabled to perform this action: Admin, Sales, Sales Manager, and Allocations.

Once you activate the accounting Invoices option, the next step is consolidating sales orders in Accounting Invoices. The system will allow users to consolidate sales orders already confirmed and not yet associated with an Accounting Invoice.

Table of Contents

Create Accounting Invoices

  1. Go to Order Entry and select Order Summary.

  2. Search and select the sales orders to include in the Accounting Invoice.

  3. Click on the Actions button and select Generate Accounting Invoice. The system will open the Accounting Invoices window.

  4. Select the date for the Accounting Invoice and click on Generate.

Wait a couple of seconds while the Accounting Invoice is processed.

Problems adding sales orders to an accounting invoice:

If there are problems with some sales orders when creating an accounting invoice, the system will display any errors encountered on the confirmation modal.

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